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 | $421,121 | $93,571+350.1% | $135,903+209.9% | $75,163+460.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.89% | 30.90%-19.0pp | 68.23%-56.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $11,547 | $3,537+226.5% | $4,856+137.8% | $2,670+332.5% |
| Participant deferral / active EE | $14,367 | $6,404+124.3% | $7,758+85.2% | $4,125+248.3% |
| Admin fee / account holder | $14,679 | $6,975+110.4% | $10,762+36.4% | $5,651+159.8% |