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 | $398,171 | $98,750+303.2% | $149,696+166.0% | $79,858+398.6% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 11.51% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $10,953 | $3,216+240.5% | $4,644+135.8% | $2,471+343.3% |
| Participant deferral / active EE | $7,425 | $5,680+30.7% | $6,842+8.5% | $3,740+98.5% |
| Admin fee / account holder | $6,024 | $6,053-0.5% | $9,309-35.3% | $5,306+13.5% |