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 | $322,043 | $109,881+193.1% | $150,045+114.6% | $84,808+279.7% |
| Participation rate | 94.9% | 76.1%+18.9pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 14.13% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $12,833 | $3,561+260.4% | $4,693+173.5% | $2,631+387.8% |
| Participant deferral / active EE | $10,274 | $6,636+54.8% | $7,997+28.5% | $4,212+143.9% |
| Admin fee / account holder | $32,697 | $8,568+281.6% | $13,435+143.4% | $7,344+345.2% |