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 | $357,846 | $101,724+251.8% | $164,813+117.1% | $80,856+342.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.38% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $14,820 | $2,953+401.8% | $4,341+241.4% | $2,755+438.0% |
| Participant deferral / active EE | $12,494 | $4,477+179.1% | $6,031+107.2% | $4,296+190.9% |
| Admin fee / account holder | $43,547 | $8,227+429.3% | $12,690+243.2% | $6,918+529.5% |