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 | $410,295 | $78,672+421.5% | $109,143+275.9% | $85,850+377.9% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | 10.90% | 25.09%-14.2pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $6,527 | $2,735+138.7% | $3,722+75.4% | $2,565+154.4% |
| Participant deferral / active EE | $12,191 | $3,467+251.6% | $4,653+162.0% | $3,952+208.5% |
| Admin fee / account holder | $19,805 | $5,469+262.1% | $6,752+193.3% | $6,260+216.4% |