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 | $579,101 | $83,477+593.7% | $125,175+362.6% | $72,985+693.5% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 15.78% | 25.78%-10.0pp | 43.79%-28.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $8,102 | $2,345+245.5% | $3,865+109.6% | $2,440+232.1% |
| Participant deferral / active EE | $7,262 | $3,585+102.6% | $4,937+47.1% | $3,607+101.3% |
| Admin fee / account holder | $88,909 | $5,517+1511.4% | $9,702+816.4% | $5,124+1635.0% |