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 | $301,230 | $58,694+413.2% | $142,863+110.9% | $85,850+250.9% |
| Participation rate | 90.0% | 58.5%+31.5pp | 71.9%+18.1pp | 69.3%+20.7pp |
| Annual return | 11.56% | 27.72%-16.2pp | 5637.54%-5626.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $4,966 | $1,423+249.1% | $4,144+19.9% | $2,565+93.6% |
| Participant deferral / active EE | $9,400 | $2,607+260.5% | $3,837+145.0% | $3,952+137.9% |
| Admin fee / account holder | $15,246 | $4,239+259.6% | $6,560+132.4% | $6,260+143.5% |