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 | $266,775 | $93,571+185.1% | $135,903+96.3% | $75,163+254.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.47% | 30.90%-19.4pp | 68.23%-56.8pp | 160.62%-149.1pp |
| Employer contribution / active EE | $11,992 | $3,537+239.1% | $4,856+147.0% | $2,670+349.2% |
| Participant deferral / active EE | $10,928 | $6,404+70.6% | $7,758+40.9% | $4,125+164.9% |
| Admin fee / account holder | $44,784 | $6,975+542.0% | $10,762+316.1% | $5,651+692.5% |