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 | $323,036 | $63,346+410.0% | $92,233+250.2% | $70,131+360.6% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 11.03% | 530.12%-519.1pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $7,692 | $2,471+211.3% | $3,679+109.1% | $2,342+228.4% |
| Participant deferral / active EE | $7,833 | $2,854+174.5% | $3,897+101.0% | $3,332+135.1% |
| Admin fee / account holder | $17,322 | $3,840+351.1% | $5,194+233.5% | $4,645+272.9% |