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 | $863,916 | $93,571+823.3% | $135,903+535.7% | $75,163+1049.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 9.11% | 30.90%-21.8pp | 68.23%-59.1pp | 160.62%-151.5pp |
| Employer contribution / active EE | $30,060 | $3,537+750.0% | $4,856+519.0% | $2,670+1025.9% |
| Participant deferral / active EE | $12,811 | $6,404+100.0% | $7,758+65.1% | $4,125+210.6% |
| Admin fee / account holder | $81,909 | $6,975+1074.3% | $10,762+661.1% | $5,651+1349.5% |