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 | $513,368 | $80,673+536.4% | $101,326+406.7% | $84,808+505.3% |
| Participation rate | 84.6% | 77.8%+6.8pp | 81.5%+3.1pp | 68.3%+16.3pp |
| Annual return | 11.92% | 38.95%-27.0pp | 36.82%-24.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $18,033 | $2,698+568.4% | $3,665+392.0% | $2,631+585.4% |
| Participant deferral / active EE | $10,704 | $6,840+56.5% | $7,994+33.9% | $4,212+154.1% |
| Admin fee / account holder | $34,845 | $12,784+172.6% | $11,185+211.5% | $7,344+374.5% |