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 | $453,067 | $80,717+461.3% | $154,803+192.7% | $84,808+434.2% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 11.65% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $22,738 | $2,761+723.5% | $4,305+428.1% | $2,631+764.2% |
| Participant deferral / active EE | $17,641 | $3,303+434.1% | $5,540+218.4% | $4,212+318.9% |
| Admin fee / account holder | $163,227 | $6,746+2319.7% | $14,329+1039.1% | $7,344+2122.7% |