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 | $321,100 | $98,750+225.2% | $149,696+114.5% | $79,858+302.1% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 7.69% | 27.43%-19.7pp | 276.60%-268.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $14,019 | $3,216+335.9% | $4,644+201.9% | $2,471+467.4% |
| Participant deferral / active EE | $7,931 | $5,680+39.6% | $6,842+15.9% | $3,740+112.1% |
| Admin fee / account holder | $21,564 | $6,053+256.3% | $9,309+131.7% | $5,306+306.4% |