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 | $380,355 | $78,422+385.0% | $95,952+296.4% | $79,858+376.3% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 5.23% | 19.37%-14.1pp | 91.61%-86.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $7,396 | $1,945+280.2% | $2,541+191.1% | $2,471+199.3% |
| Participant deferral / active EE | $12,002 | $3,440+248.9% | $4,167+188.0% | $3,740+220.9% |
| Admin fee / account holder | $14,546 | $5,622+158.7% | $6,795+114.1% | $5,306+174.1% |