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 | $359,650 | $98,750+264.2% | $149,696+140.3% | $79,858+350.4% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 10.40% | 27.43%-17.0pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $10,676 | $3,216+231.9% | $4,644+129.9% | $2,471+332.1% |
| Participant deferral / active EE | $11,808 | $5,680+107.9% | $6,842+72.6% | $3,740+215.7% |
| Admin fee / account holder | $36,926 | $6,053+510.1% | $9,309+296.7% | $5,306+595.9% |