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 | $262,782 | $52,406+401.4% | $129,207+103.4% | $74,495+252.8% |
| Participation rate | 71.2% | 53.8%+17.4pp | 69.6%+1.6pp | 67.2%+4.0pp |
| Annual return | 11.36% | 15.66%-4.3pp | 9417.33%-9406.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $603 | $1,531-60.6% | $4,153-85.5% | $2,623-77.0% |
| Participant deferral / active EE | $9,416 | $2,794+237.0% | $4,168+125.9% | $4,346+116.7% |
| Admin fee / account holder | $14,760 | $2,633+460.6% | $7,715+91.3% | $1,942+660.1% |