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 | $303,167 | $102,382+196.1% | $147,005+106.2% | $80,874+274.9% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 10.04% | 134.89%-124.9pp | 418.76%-408.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,743 | $3,715-26.2% | $4,934-44.4% | $2,756-0.5% |
| Participant deferral / active EE | $12,462 | $6,646+87.5% | $8,070+54.4% | $4,297+190.0% |
| Admin fee / account holder | $41,085 | $7,942+417.3% | $13,006+215.9% | $6,935+492.4% |