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 | $483,911 | $123,793+290.9% | $177,821+172.1% | $79,858+506.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.68% | 22.82%-19.1pp | 48.32%-44.6pp | 31.71%-28.0pp |
| Employer contribution / active EE | $9,961 | $4,095+143.2% | $5,918+68.3% | $2,471+303.2% |
| Participant deferral / active EE | $11,770 | $5,956+97.6% | $7,714+52.6% | $3,740+214.7% |
| Admin fee / account holder | $25,266 | $7,243+248.9% | $12,427+103.3% | $5,306+376.1% |