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 | $349,760 | $109,881+218.3% | $150,045+133.1% | $84,808+312.4% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.2pp |
| Annual return | 11.35% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,082 | $3,561-41.5% | $4,693-55.6% | $2,631-20.9% |
| Participant deferral / active EE | $13,714 | $6,636+106.7% | $7,997+71.5% | $4,212+225.6% |
| Admin fee / account holder | $31,491 | $8,568+267.5% | $13,435+134.4% | $7,344+328.8% |