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 | $282,790 | $80,717+250.3% | $154,803+82.7% | $84,808+233.4% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.6pp | 68.3%+15.4pp |
| Annual return | 10.83% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $8,432 | $2,761+205.4% | $4,305+95.9% | $2,631+220.5% |
| Participant deferral / active EE | $5,699 | $3,303+72.5% | $5,540+2.9% | $4,212+35.3% |
| Admin fee / account holder | $56,791 | $6,746+741.9% | $14,329+296.3% | $7,344+673.3% |