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 | $722,071 | $111,535+547.4% | $105,223+586.2% | $137,256+426.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 11.52% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,875 | $3,939-52.4% | $3,689-49.2% | $4,156-54.9% |
| Participant deferral / active EE | $12,023 | $5,500+118.6% | $5,072+137.1% | $6,407+87.7% |
| Admin fee / account holder | $20,357 | $9,721+109.4% | $8,859+129.8% | $12,270+65.9% |