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 | $1,743,550 | $111,754+1460.2% | $103,333+1587.3% | $145,922+1094.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,880 | $4,212+63.3% | $3,868+77.9% | $4,660+47.6% |
| Participant deferral / active EE | $11,044 | $5,619+96.6% | $5,057+118.4% | $6,688+65.1% |
| Admin fee / account holder | $259,351 | $9,750+2560.0% | $8,355+3004.3% | $13,397+1835.9% |