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 | $514,851 | $89,355+476.2% | $141,162+264.7% | $72,985+605.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.12% | 111.85%-93.7pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $11,850 | $3,114+280.5% | $4,735+150.3% | $2,440+385.7% |
| Participant deferral / active EE | $9,377 | $5,418+73.1% | $6,709+39.8% | $3,607+159.9% |
| Admin fee / account holder | $16,495 | $5,958+176.8% | $10,261+60.7% | $5,124+221.9% |