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 | $479,662 | $148,978+222.0% | $200,582+139.1% | $84,808+465.6% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 7.72% | 28.16%-20.4pp | 42.33%-34.6pp | 40.90%-33.2pp |
| Employer contribution / active EE | $13,179 | $4,815+173.7% | $6,419+105.3% | $2,631+400.9% |
| Participant deferral / active EE | $13,126 | $7,142+83.8% | $9,331+40.7% | $4,212+211.7% |
| Admin fee / account holder | $48,294 | $13,977+245.5% | $16,305+196.2% | $7,344+557.6% |