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 | $303,185 | $102,317+196.3% | $146,958+106.3% | $80,856+275.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 9.46% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $956 | $3,713-74.3% | $4,933-80.6% | $2,755-65.3% |
| Participant deferral / active EE | $7,534 | $6,644+13.4% | $8,070-6.6% | $4,296+75.4% |
| Admin fee / account holder | $40,768 | $7,941+413.4% | $12,998+213.6% | $6,918+489.3% |