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 | $335,425 | $91,552+266.4% | $133,956+150.4% | $79,858+320.0% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 7.04% | 61.85%-54.8pp | 45.09%-38.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $12,050 | $2,384+405.5% | $3,919+207.5% | $2,471+387.7% |
| Participant deferral / active EE | $3,517 | $3,733-5.8% | $5,048-30.3% | $3,740-6.0% |
| Admin fee / account holder | $28,320 | $6,321+348.0% | $8,927+217.2% | $5,306+433.7% |