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 | $255,173 | $89,753+184.3% | $107,525+137.3% | $84,808+200.9% |
| Participation rate | 91.3% | 68.1%+23.2pp | 75.1%+16.2pp | 68.3%+23.0pp |
| Annual return | 10.22% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $19,059 | $3,113+512.1% | $3,754+407.8% | $2,631+624.4% |
| Participant deferral / active EE | $6,955 | $4,056+71.5% | $5,116+36.0% | $4,212+65.1% |
| Admin fee / account holder | $63,564 | $7,222+780.1% | $8,919+612.7% | $7,344+765.5% |