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 | $328,724 | $148,978+120.7% | $200,582+63.9% | $84,808+287.6% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 4.38% | 28.16%-23.8pp | 42.33%-37.9pp | 40.90%-36.5pp |
| Employer contribution / active EE | $12,996 | $4,815+169.9% | $6,419+102.5% | $2,631+394.0% |
| Participant deferral / active EE | $7,750 | $7,142+8.5% | $9,331-16.9% | $4,212+84.0% |
| Admin fee / account holder | $32,028 | $13,977+129.1% | $16,305+96.4% | $7,344+336.1% |