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 | $374,638 | $72,277+418.3% | $101,248+270.0% | $79,858+369.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.78% | 22.30%-12.5pp | 46.47%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $13,983 | $2,692+419.5% | $3,660+282.1% | $2,471+465.9% |
| Participant deferral / active EE | $8,735 | $3,282+166.2% | $4,370+99.9% | $3,740+133.6% |
| Admin fee / account holder | $34,204 | $4,400+677.3% | $5,945+475.3% | $5,306+544.6% |