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 | $722,071 | $114,381+531.3% | $107,525+571.5% | $142,382+407.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 11.52% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,875 | $4,015-53.3% | $3,754-50.0% | $4,299-56.4% |
| Participant deferral / active EE | $12,023 | $5,564+116.1% | $5,116+135.0% | $6,507+84.8% |
| Admin fee / account holder | $20,357 | $9,860+106.5% | $8,919+128.3% | $12,624+61.3% |