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 | $374,989 | $102,382+266.3% | $147,005+155.1% | $80,874+363.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 11.80% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $15,663 | $3,715+321.6% | $4,934+217.4% | $2,756+468.4% |
| Participant deferral / active EE | $12,175 | $6,646+83.2% | $8,070+50.9% | $4,297+183.4% |
| Admin fee / account holder | $29,435 | $7,942+270.6% | $13,006+126.3% | $6,935+324.4% |