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 | $261,064 | $89,355+192.2% | $141,162+84.9% | $72,985+257.7% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 16.47% | 111.85%-95.4pp | 71.39%-54.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $8,359 | $3,114+168.4% | $4,735+76.5% | $2,440+242.6% |
| Participant deferral / active EE | $8,828 | $5,418+62.9% | $6,709+31.6% | $3,607+144.7% |
| Admin fee / account holder | $57,711 | $5,958+868.6% | $10,261+462.4% | $5,124+1026.2% |