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 | $335,350 | $77,634+332.0% | $156,549+114.2% | $62,891+433.2% |
| Participation rate | 84.0% | 71.2%+12.8pp | 84.0%0pp | 69.3%+14.7pp |
| Annual return | 4.57% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $16,423 | $3,444+376.9% | $5,501+198.5% | $2,281+620.0% |
| Participant deferral / active EE | $9,660 | $3,045+217.2% | $4,871+98.3% | $3,203+201.6% |
| Admin fee / account holder | $19,866 | $5,561+257.2% | $13,027+52.5% | $4,296+362.5% |