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 | $458,072 | $114,381+300.5% | $107,525+326.0% | $142,382+221.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.44% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,230 | $4,015+30.3% | $3,754+39.3% | $4,299+21.7% |
| Participant deferral / active EE | $15,333 | $5,564+175.6% | $5,116+199.7% | $6,507+135.6% |
| Admin fee / account holder | $13,029 | $9,860+32.1% | $8,919+46.1% | $12,624+3.2% |