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 | $487,910 | $61,280+696.2% | $69,780+599.2% | $84,808+475.3% |
| Participation rate | 97.1% | 73.6%+23.4pp | 79.3%+17.8pp | 68.3%+28.7pp |
| Annual return | 12.12% | 12.93%-0.8pp | 26.31%-14.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,555 | $3,577+27.3% | $4,168+9.3% | $2,631+73.1% |
| Participant deferral / active EE | $5,177 | $3,756+37.8% | $6,164-16.0% | $4,212+22.9% |
| Admin fee / account holder | $15,253 | $6,026+153.1% | $7,285+109.4% | $7,344+107.7% |