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 | $321,947 | $86,286+273.1% | $111,297+189.3% | $85,850+275.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.22% | 19.99%-10.8pp | 54.65%-45.4pp | 318.53%-309.3pp |
| Employer contribution / active EE | $15,041 | $2,043+636.2% | $2,731+450.8% | $2,565+486.4% |
| Participant deferral / active EE | $15,287 | $3,641+319.9% | $4,487+240.7% | $3,952+286.8% |
| Admin fee / account holder | $25,529 | $8,188+211.8% | $7,964+220.6% | $6,260+307.8% |