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 | $563,100 | $85,202+560.9% | $172,739+226.0% | $72,985+671.5% |
| Participation rate | 85.3% | 70.1%+15.2pp | 82.6%+2.6pp | 69.5%+15.8pp |
| Annual return | 0.08% | 27.32%-27.2pp | 802.84%-802.8pp | 81.00%-80.9pp |
| Employer contribution / active EE | $20,117 | $3,324+505.2% | $5,143+291.2% | $2,440+724.5% |
| Participant deferral / active EE | $14,512 | $3,260+345.1% | $5,198+179.2% | $3,607+302.3% |
| Admin fee / account holder | $35,313 | $5,884+500.2% | $13,954+153.1% | $5,124+589.1% |