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 | $263,065 | $102,317+157.1% | $146,958+79.0% | $80,856+225.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.01% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $7,450 | $3,713+100.6% | $4,933+51.0% | $2,755+170.4% |
| Participant deferral / active EE | $11,647 | $6,644+75.3% | $8,070+44.3% | $4,296+171.1% |
| Admin fee / account holder | $31,633 | $7,941+298.3% | $12,998+143.4% | $6,918+357.3% |