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 | $286,813 | $104,974+173.2% | $95,585+200.1% | $142,382+101.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 7.95% | 210.33%-202.4pp | 38.56%-30.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $17,836 | $2,779+541.9% | $2,527+605.9% | $4,299+314.9% |
| Participant deferral / active EE | $10,724 | $4,352+146.4% | $4,023+166.6% | $6,507+64.8% |
| Admin fee / account holder | $29,460 | $6,386+361.3% | $6,127+380.8% | $12,624+133.4% |