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 | $563,202 | $78,103+621.1% | $289,028+94.9% | $116,875+381.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 10.12% | 15.26%-5.1pp | 243.94%-233.8pp | 16.29%-6.2pp |
| Employer contribution / active EE | $8,409 | $2,718+209.4% | $6,326+32.9% | $3,288+155.8% |
| Participant deferral / active EE | $8,174 | $2,921+179.8% | $4,804+70.2% | $3,885+110.4% |
| Admin fee / account holder | $35,066 | $8,683+303.8% | $14,050+149.6% | $12,263+186.0% |