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 | $260,621 | $100,041+160.5% | $149,718+74.1% | $70,131+271.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 12.50% | 27.43%-14.9pp | 1501.63%-1489.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $16,046 | $3,662+338.2% | $5,445+194.7% | $2,342+585.0% |
| Participant deferral / active EE | $13,131 | $4,983+163.5% | $6,569+99.9% | $3,332+294.1% |
| Admin fee / account holder | $64,867 | $8,286+682.8% | $11,283+474.9% | $4,645+1296.4% |