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 | $374,768 | $79,944+368.8% | $98,439+280.7% | $75,163+398.6% |
| Participation rate | 95.8% | 70.4%+25.5pp | 75.2%+20.7pp | 67.2%+28.6pp |
| Annual return | 12.58% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $10,833 | $2,264+378.5% | $3,048+255.4% | $2,670+305.7% |
| Participant deferral / active EE | $3,681 | $3,752-1.9% | $4,738-22.3% | $4,125-10.8% |
| Admin fee / account holder | $22,345 | $6,840+226.7% | $8,948+149.7% | $5,651+295.4% |