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 | $343,560 | $95,416+260.1% | $185,823+84.9% | $85,850+300.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.49% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $8,793 | $3,314+165.4% | $5,167+70.2% | $2,565+242.8% |
| Participant deferral / active EE | $4,666 | $3,423+36.3% | $5,568-16.2% | $3,952+18.1% |
| Admin fee / account holder | $26,926 | $7,213+273.3% | $16,237+65.8% | $6,260+330.1% |