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 | $427,816 | $89,753+376.7% | $107,525+297.9% | $84,808+404.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.32% | 29.48%-20.2pp | 181.32%-172.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $11,966 | $3,113+284.3% | $3,754+218.8% | $2,631+354.8% |
| Participant deferral / active EE | $10,749 | $4,056+165.0% | $5,116+110.1% | $4,212+155.2% |
| Admin fee / account holder | $12,213 | $7,222+69.1% | $8,919+36.9% | $7,344+66.3% |