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 | $583,466 | $80,717+622.9% | $154,803+276.9% | $84,808+588.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.37% | 37.96%-29.6pp | 58.88%-50.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $21,108 | $2,761+664.4% | $4,305+390.3% | $2,631+702.3% |
| Participant deferral / active EE | $12,844 | $3,303+288.8% | $5,540+131.8% | $4,212+205.0% |
| Admin fee / account holder | $198,907 | $6,746+2848.7% | $14,329+1288.1% | $7,344+2608.5% |