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 | $285,311 | $60,892+368.6% | $82,389+246.3% | $84,808+236.4% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 12.77% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $18,535 | $1,779+941.7% | $2,517+636.4% | $2,631+604.5% |
| Participant deferral / active EE | $11,775 | $3,179+270.4% | $4,155+183.4% | $4,212+179.6% |
| Admin fee / account holder | $55,736 | $5,467+919.4% | $7,231+670.8% | $7,344+659.0% |