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 | $305,284 | $102,317+198.4% | $146,958+107.7% | $80,856+277.6% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 11.40% | 134.76%-123.4pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $11,296 | $3,713+204.2% | $4,933+129.0% | $2,755+310.1% |
| Participant deferral / active EE | $10,217 | $6,644+53.8% | $8,070+26.6% | $4,296+137.8% |
| Admin fee / account holder | $6,634 | $7,941-16.5% | $12,998-49.0% | $6,918-4.1% |