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 | $326,700 | $61,280+433.1% | $69,780+368.2% | $84,808+285.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 10.61% | 12.93%-2.3pp | 26.31%-15.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $16,977 | $3,577+374.6% | $4,168+307.3% | $2,631+545.3% |
| Participant deferral / active EE | $11,178 | $3,756+197.6% | $6,164+81.3% | $4,212+165.4% |
| Admin fee / account holder | $55,587 | $6,026+822.5% | $7,285+663.0% | $7,344+656.9% |