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 | $922,369 | $148,978+519.1% | $200,582+359.8% | $84,808+987.6% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 8.67% | 28.16%-19.5pp | 42.33%-33.7pp | 40.90%-32.2pp |
| Employer contribution / active EE | $11,381 | $4,815+136.4% | $6,419+77.3% | $2,631+332.6% |
| Participant deferral / active EE | $17,591 | $7,142+146.3% | $9,331+88.5% | $4,212+317.7% |
| Admin fee / account holder | $120,686 | $13,977+763.4% | $16,305+640.2% | $7,344+1543.4% |