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 | $389,886 | $80,717+383.0% | $154,803+151.9% | $84,808+359.7% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 9.01% | 37.96%-28.9pp | 58.88%-49.9pp | 40.90%-31.9pp |
| Employer contribution / active EE | $18,827 | $2,761+581.8% | $4,305+337.3% | $2,631+615.6% |
| Participant deferral / active EE | $6,827 | $3,303+106.7% | $5,540+23.2% | $4,212+62.1% |
| Admin fee / account holder | $20,703 | $6,746+206.9% | $14,329+44.5% | $7,344+181.9% |