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 | $749,530 | $89,355+738.8% | $141,162+431.0% | $72,985+927.0% |
| Participation rate | 70.3% | 75.1%-4.8pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 14.25% | 111.85%-97.6pp | 71.39%-57.1pp | 81.00%-66.8pp |
| Employer contribution / active EE | $3,196 | $3,114+2.6% | $4,735-32.5% | $2,440+31.0% |
| Participant deferral / active EE | $3,616 | $5,418-33.3% | $6,709-46.1% | $3,607+0.2% |
| Admin fee / account holder | $32,293 | $5,958+442.0% | $10,261+214.7% | $5,124+530.2% |