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 | $311,325 | $109,881+183.3% | $150,045+107.5% | $84,808+267.1% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 13.28% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,250 | $6,636+39.4% | $7,997+15.7% | $4,212+119.6% |
| Admin fee / account holder | $44,689 | $8,568+421.6% | $13,435+232.6% | $7,344+508.5% |