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 | $277,061 | $105,181+163.4% | $159,436+73.8% | $85,850+222.7% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 9.47% | 45.07%-35.6pp | 263.57%-254.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $11,180 | $3,318+236.9% | $4,829+131.5% | $2,565+335.8% |
| Participant deferral / active EE | $8,423 | $5,945+41.7% | $7,352+14.6% | $3,952+113.2% |
| Admin fee / account holder | $19,466 | $6,933+180.8% | $10,799+80.3% | $6,260+211.0% |