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 | $574,916 | $78,926+628.4% | $136,749+320.4% | $84,808+577.9% |
| Participation rate | 98.2% | 62.2%+36.0pp | 72.1%+26.0pp | 68.3%+29.9pp |
| Annual return | 8.79% | 18.17%-9.4pp | 24.33%-15.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $21,474 | $2,134+906.2% | $3,400+531.7% | $2,631+716.2% |
| Participant deferral / active EE | $13,525 | $3,168+326.9% | $4,692+188.3% | $4,212+221.1% |
| Admin fee / account holder | $32,017 | $6,369+402.7% | $11,386+181.2% | $7,344+336.0% |