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 | $449,840 | $81,248+453.7% | $155,509+189.3% | $80,856+456.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 9.44% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.2pp |
| Employer contribution / active EE | $8,461 | $3,100+172.9% | $4,672+81.1% | $2,755+207.1% |
| Participant deferral / active EE | $4,140 | $3,452+20.0% | $5,626-26.4% | $4,296-3.6% |
| Admin fee / account holder | $19,993 | $7,997+150.0% | $15,912+25.6% | $6,918+189.0% |