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 | $463,545 | $109,881+321.9% | $150,045+208.9% | $84,808+446.6% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 11.66% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $9,760 | $3,561+174.1% | $4,693+108.0% | $2,631+271.0% |
| Participant deferral / active EE | $12,535 | $6,636+88.9% | $7,997+56.7% | $4,212+197.6% |
| Admin fee / account holder | $47,661 | $8,568+456.3% | $13,435+254.8% | $7,344+549.0% |