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 | $499,488 | $89,355+459.0% | $141,162+253.8% | $72,985+584.4% |
| Participation rate | 91.6% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.1pp |
| Annual return | 17.41% | 111.85%-94.4pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $13,017 | $3,114+318.0% | $4,735+174.9% | $2,440+433.5% |
| Participant deferral / active EE | $12,515 | $5,418+131.0% | $6,709+86.5% | $3,607+246.9% |
| Admin fee / account holder | $86,006 | $5,958+1343.5% | $10,261+738.2% | $5,124+1578.4% |