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 | $2,015,228 | $114,381+1661.8% | $107,525+1774.2% | $142,382+1315.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.45% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,612 | $4,015+39.8% | $3,754+49.5% | $4,299+30.5% |
| Participant deferral / active EE | $11,475 | $5,564+106.2% | $5,116+124.3% | $6,507+76.3% |
| Admin fee / account holder | $101,581 | $9,860+930.2% | $8,919+1039.0% | $12,624+704.7% |