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 | $388,627 | $176,812+119.8% | $146,665+165.0% | $167,490+132.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.59% | 24.03%-20.4pp | 22.74%-19.2pp | 478.56%-475.0pp |
| Employer contribution / active EE | $25,286 | $5,160+390.0% | $4,136+511.3% | $4,837+422.7% |
| Participant deferral / active EE | $17,798 | $6,440+176.4% | $5,506+223.3% | $6,341+180.7% |
| Admin fee / account holder | $43,265 | $13,259+226.3% | $10,280+320.9% | $12,309+251.5% |