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 | $830,139 | $80,717+928.5% | $154,803+436.3% | $84,808+878.9% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 8.10% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $21,260 | $2,761+669.9% | $4,305+393.8% | $2,631+708.0% |
| Participant deferral / active EE | $15,528 | $3,303+370.1% | $5,540+180.3% | $4,212+268.7% |
| Admin fee / account holder | $181,543 | $6,746+2591.3% | $14,329+1167.0% | $7,344+2372.1% |