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 | $321,203 | $81,248+295.3% | $155,509+106.5% | $80,856+297.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 9.99% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $21,676 | $3,100+599.2% | $4,672+363.9% | $2,755+686.9% |
| Participant deferral / active EE | $17,394 | $3,452+403.9% | $5,626+209.2% | $4,296+304.9% |
| Admin fee / account holder | $65,320 | $7,997+716.8% | $15,912+310.5% | $6,918+844.2% |