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 | $435,144 | $214,378+103.0% | $200,582+116.9% | $142,382+205.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 10.40% | 46.41%-36.0pp | 42.33%-31.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $11,467 | $6,841+67.6% | $6,419+78.6% | $4,299+166.7% |
| Participant deferral / active EE | $16,980 | $9,865+72.1% | $9,331+82.0% | $6,507+160.9% |
| Admin fee / account holder | $65,021 | $17,692+267.5% | $16,305+298.8% | $12,624+415.1% |