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 | $521,592 | $61,605+746.7% | $112,229+364.8% | $75,163+593.9% |
| Participation rate | 96.6% | 61.7%+34.9pp | 72.4%+24.2pp | 67.2%+29.4pp |
| Annual return | 9.15% | 28.47%-19.3pp | 30.20%-21.0pp | 160.62%-151.5pp |
| Employer contribution / active EE | $12,892 | $2,015+539.7% | $3,430+275.8% | $2,670+382.9% |
| Participant deferral / active EE | $12,357 | $3,108+297.6% | $4,798+157.6% | $4,125+199.6% |
| Admin fee / account holder | $13,908 | $4,862+186.0% | $7,748+79.5% | $5,651+146.1% |