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 | $361,582 | $64,839+457.7% | $95,585+278.3% | $84,808+326.4% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 12.29% | -670.96%+683.2pp | 38.56%-26.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,681 | $1,759+166.2% | $2,527+85.3% | $2,631+77.9% |
| Participant deferral / active EE | $11,653 | $2,965+293.0% | $4,023+189.7% | $4,212+176.7% |
| Admin fee / account holder | $33,826 | $5,964+467.1% | $6,127+452.1% | $7,344+360.6% |