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 | $312,278 | $100,041+212.1% | $149,718+108.6% | $70,131+345.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.45% | 27.43%-16.0pp | 1501.63%-1490.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,760 | $3,662-51.9% | $5,445-67.7% | $2,342-24.9% |
| Participant deferral / active EE | $5,791 | $4,983+16.2% | $6,569-11.8% | $3,332+73.8% |
| Admin fee / account holder | $9,015 | $8,286+8.8% | $11,283-20.1% | $4,645+94.1% |