See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,087 | $102,317+304.7% | $146,958+181.8% | $80,856+412.1% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 6.92% | 134.76%-127.8pp | 418.34%-411.4pp | 35.59%-28.7pp |
| Employer contribution / active EE | $9,490 | $3,713+155.6% | $4,933+92.4% | $2,755+244.5% |
| Participant deferral / active EE | $5,708 | $6,644-14.1% | $8,070-29.3% | $4,296+32.9% |
| Admin fee / account holder | $43,863 | $7,941+452.3% | $12,998+237.5% | $6,918+534.0% |