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 | $414,727 | $88,751+367.3% | $81,812+406.9% | $145,922+184.2% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 9.04% | 1025.40%-1016.4pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $8,539 | $3,083+176.9% | $2,912+193.2% | $4,660+83.2% |
| Participant deferral / active EE | $12,333 | $4,643+165.6% | $4,319+185.6% | $6,688+84.4% |
| Admin fee / account holder | $79,490 | $8,415+844.6% | $7,386+976.2% | $13,397+493.3% |