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 | $106,749+334.2% | $145,433+218.7% | $82,448+462.2% |
| Participation rate | 98.1% | 75.6%+22.4pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 11.66% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $9,760 | $3,444+183.4% | $4,554+114.3% | $2,551+282.6% |
| Participant deferral / active EE | $12,535 | $6,519+92.3% | $7,897+58.7% | $4,139+202.8% |
| Admin fee / account holder | $47,661 | $8,390+468.1% | $13,129+263.0% | $7,234+558.8% |