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 | $402,458 | $103,966+287.1% | $112,887+256.5% | $75,163+435.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 9.20% | 24.54%-15.3pp | 34.10%-24.9pp | 160.62%-151.4pp |
| Employer contribution / active EE | $14,338 | $3,870+270.5% | $4,563+214.2% | $2,670+437.1% |
| Participant deferral / active EE | $9,078 | $5,456+66.4% | $6,513+39.4% | $4,125+120.1% |
| Admin fee / account holder | $19,133 | $7,663+149.7% | $7,047+171.5% | $5,651+238.6% |