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 | $3,965,615 | $172,111+2204.1% | $150,298+2538.5% | $137,256+2789.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.76% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,531 | $4,636-67.0% | $4,154-63.2% | $4,156-63.2% |
| Participant deferral / active EE | $20,710 | $6,166+235.9% | $5,453+279.8% | $6,407+223.3% |
| Admin fee / account holder | $883 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |