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 | $456,452 | $109,881+315.4% | $150,045+204.2% | $84,808+438.2% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 13.08% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $22,585 | $3,561+534.2% | $4,693+381.2% | $2,631+758.4% |
| Participant deferral / active EE | $11,329 | $6,636+70.7% | $7,997+41.7% | $4,212+169.0% |
| Admin fee / account holder | $47,016 | $8,568+448.7% | $13,435+250.0% | $7,344+540.2% |