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 5-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 | $319,163 | $77,503+311.8% | $100,391+217.9% | $80,856+294.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.48% | 37.20%-27.7pp | 49.20%-39.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $23,735 | $2,801+747.4% | $3,942+502.2% | $2,755+761.6% |
| Participant deferral / active EE | $16,285 | $6,820+138.8% | $8,082+101.5% | $4,296+279.1% |
| Admin fee / account holder | $43,709 | $5,897+641.2% | $7,899+453.3% | $6,918+531.8% |