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 | $294,327 | $109,881+167.9% | $150,045+96.2% | $84,808+247.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.01% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $7,971 | $3,561+123.8% | $4,693+69.8% | $2,631+203.0% |
| Participant deferral / active EE | $13,837 | $6,636+108.5% | $7,997+73.0% | $4,212+228.5% |
| Admin fee / account holder | $22,310 | $8,568+160.4% | $13,435+66.1% | $7,344+203.8% |