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 | $553,115 | $148,978+271.3% | $200,582+175.8% | $84,808+552.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.58% | 28.16%-17.6pp | 42.33%-31.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $26,864 | $4,815+457.9% | $6,419+318.5% | $2,631+921.1% |
| Participant deferral / active EE | $23,605 | $7,142+230.5% | $9,331+153.0% | $4,212+460.5% |
| Admin fee / account holder | $114,893 | $13,977+722.0% | $16,305+604.7% | $7,344+1464.5% |