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 | $422,797 | $89,355+373.2% | $141,162+199.5% | $72,985+479.3% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 18.60% | 111.85%-93.2pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $8,364 | $3,114+168.6% | $4,735+76.6% | $2,440+242.8% |
| Participant deferral / active EE | $9,640 | $5,418+77.9% | $6,709+43.7% | $3,607+167.2% |
| Admin fee / account holder | $153,799 | $5,958+2481.3% | $10,261+1398.8% | $5,124+2901.3% |