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 | $460,264 | $89,355+415.1% | $141,162+226.1% | $72,985+530.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.75% | 111.85%-95.1pp | 71.39%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $3,697 | $3,114+18.7% | $4,735-21.9% | $2,440+51.5% |
| Participant deferral / active EE | $12,508 | $5,418+130.9% | $6,709+86.4% | $3,607+246.7% |
| Admin fee / account holder | $20,904 | $5,958+250.9% | $10,261+103.7% | $5,124+307.9% |