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 | $319,881 | $83,477+283.2% | $125,175+155.5% | $72,985+338.3% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 7.00% | 25.78%-18.8pp | 43.79%-36.8pp | 81.00%-74.0pp |
| Employer contribution / active EE | $16,838 | $2,345+618.0% | $3,865+335.6% | $2,440+590.1% |
| Participant deferral / active EE | $8,519 | $3,585+137.6% | $4,937+72.6% | $3,607+136.1% |
| Admin fee / account holder | $16,972 | $5,517+207.6% | $9,702+74.9% | $5,124+231.2% |