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 | $1,869,751 | $183,519+918.8% | $155,509+1102.3% | $145,922+1181.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.38% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $34,815 | $5,313+555.3% | $4,672+645.1% | $4,660+647.2% |
| Participant deferral / active EE | $18,427 | $6,462+185.1% | $5,626+227.5% | $6,688+175.5% |
| Admin fee / account holder | $15,530 | $19,313-19.6% | $15,912-2.4% | $13,397+15.9% |