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 | $282,447 | $70,669+299.7% | $169,368+66.8% | $75,163+275.8% |
| Participation rate | 98.0% | 64.8%+33.2pp | 77.1%+20.9pp | 67.2%+30.8pp |
| Annual return | 13.76% | 36.36%-22.6pp | 405.60%-391.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $12,889 | $2,211+483.0% | $4,013+221.2% | $2,670+382.8% |
| Participant deferral / active EE | $5,039 | $4,311+16.9% | $6,221-19.0% | $4,125+22.2% |
| Admin fee / account holder | $35,809 | $5,402+562.8% | $9,003+297.7% | $5,651+533.7% |