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 | $293,550 | $63,861+359.7% | $104,607+180.6% | $79,858+267.6% |
| Participation rate | 96.0% | 64.9%+31.1pp | 74.1%+21.9pp | 69.6%+26.4pp |
| Annual return | 10.17% | 21.30%-11.1pp | 340.46%-330.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $7,150 | $1,588+350.2% | $2,681+166.7% | $2,471+189.4% |
| Participant deferral / active EE | $10,822 | $2,693+301.8% | $3,740+189.4% | $3,740+189.3% |
| Admin fee / account holder | $31,789 | $4,185+659.6% | $6,473+391.1% | $5,306+499.1% |