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 | $274,126 | $101,763+169.4% | $164,866+66.3% | $80,874+239.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.43% | 16.73%-7.3pp | 69.97%-60.5pp | 35.62%-26.2pp |
| Employer contribution / active EE | $12,154 | $2,954+311.4% | $4,343+179.9% | $2,756+341.1% |
| Participant deferral / active EE | $7,059 | $4,477+57.7% | $6,033+17.0% | $4,297+64.3% |
| Admin fee / account holder | $132,580 | $8,228+1511.3% | $12,689+944.8% | $6,935+1811.7% |