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 | $534,491 | $81,248+557.8% | $155,509+243.7% | $80,856+561.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 4.41% | 33.31%-28.9pp | 64.67%-60.3pp | 35.59%-31.2pp |
| Employer contribution / active EE | $13,607 | $3,100+338.9% | $4,672+191.2% | $2,755+393.9% |
| Participant deferral / active EE | $16,056 | $3,452+365.2% | $5,626+185.4% | $4,296+273.8% |
| Admin fee / account holder | $2,621 | $7,997-67.2% | $15,912-83.5% | $6,918-62.1% |