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 | $553,678 | $70,475+685.6% | $100,516+450.8% | $79,858+593.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 7.11% | 21.90%-14.8pp | 30.89%-23.8pp | 31.71%-24.6pp |
| Employer contribution / active EE | $11,059 | $2,165+410.9% | $3,418+223.6% | $2,471+347.6% |
| Participant deferral / active EE | $2,691 | $5,181-48.1% | $6,270-57.1% | $3,740-28.1% |
| Admin fee / account holder | $14,543 | $4,478+224.7% | $8,081+80.0% | $5,306+174.1% |