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 | $260,395 | $183,592+41.8% | $155,567+67.4% | $145,959+78.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 1.53% | 61.24%-59.7pp | 64.74%-63.2pp | 561.95%-560.4pp |
| Employer contribution / active EE | $10,200 | $5,315+91.9% | $4,674+118.2% | $4,661+118.8% |
| Participant deferral / active EE | $12,300 | $6,464+90.3% | $5,628+118.6% | $6,689+83.9% |
| Admin fee / account holder | $47,519 | $19,318+146.0% | $15,916+198.6% | $13,398+254.7% |