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 | $258,344 | $102,317+152.5% | $146,958+75.8% | $80,856+219.5% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 10.42% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,474 | $3,713+47.4% | $4,933+11.0% | $2,755+98.7% |
| Participant deferral / active EE | $12,697 | $6,644+91.1% | $8,070+57.3% | $4,296+195.6% |
| Admin fee / account holder | $148,220 | $7,941+1766.5% | $12,998+1040.3% | $6,918+2042.5% |