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 | $470,416 | $109,881+328.1% | $150,045+213.5% | $84,808+454.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.33% | 28.25%-18.9pp | 62.55%-53.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $18,331 | $3,561+414.7% | $4,693+290.6% | $2,631+596.7% |
| Participant deferral / active EE | $12,381 | $6,636+86.6% | $7,997+54.8% | $4,212+194.0% |
| Admin fee / account holder | $70,672 | $8,568+724.8% | $13,435+426.0% | $7,344+862.3% |