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 | $301,714 | $100,041+201.6% | $149,718+101.5% | $70,131+330.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 9.18% | 27.43%-18.2pp | 1501.63%-1492.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,674 | $3,662-27.0% | $5,445-50.9% | $2,342+14.1% |
| Participant deferral / active EE | $9,728 | $4,983+95.3% | $6,569+48.1% | $3,332+192.0% |
| Admin fee / account holder | $25,029 | $8,286+202.1% | $11,283+121.8% | $4,645+438.8% |