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 | $608,279 | $201,272+202.2% | $184,203+230.2% | $145,922+316.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 9.46% | 29.00%-19.5pp | 28.81%-19.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $25,537 | $7,022+263.7% | $6,427+297.3% | $4,660+448.0% |
| Participant deferral / active EE | $21,494 | $9,806+119.2% | $9,131+135.4% | $6,688+221.4% |
| Admin fee / account holder | $59,335 | $16,364+262.6% | $13,901+326.8% | $13,397+342.9% |