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 | $325,100 | $105,181+209.1% | $159,436+103.9% | $85,850+278.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 12.20% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $15,713 | $3,318+373.5% | $4,829+225.4% | $2,565+512.6% |
| Participant deferral / active EE | $11,917 | $5,945+100.5% | $7,352+62.1% | $3,952+201.6% |
| Admin fee / account holder | $12,062 | $6,933+74.0% | $10,799+11.7% | $6,260+92.7% |