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 | $268,651 | $102,317+162.6% | $146,958+82.8% | $80,856+232.3% |
| Participation rate | 86.3% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 10.87% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,245 | $3,713+14.3% | $4,933-13.9% | $2,755+54.1% |
| Participant deferral / active EE | $6,466 | $6,644-2.7% | $8,070-19.9% | $4,296+50.5% |
| Admin fee / account holder | $49,218 | $7,941+519.8% | $12,998+278.7% | $6,918+611.4% |