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 | $259,017 | $83,902+208.7% | $167,512+54.6% | $84,808+205.4% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.1%+9.1pp | 68.3%+17.9pp |
| Annual return | 12.32% | 91.55%-79.2pp | 1615.79%-1603.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,953 | $2,264+30.4% | $3,882-23.9% | $2,631+12.2% |
| Participant deferral / active EE | $12,230 | $4,442+175.3% | $6,405+91.0% | $4,212+190.4% |
| Admin fee / account holder | $1,805 | $7,915-77.2% | $9,769-81.5% | $7,344-75.4% |