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 7-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 | $1,030,429 | $137,414+649.9% | $189,513+443.7% | $85,850+1100.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.67% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $16,205 | $4,344+273.0% | $6,162+163.0% | $2,565+531.8% |
| Participant deferral / active EE | $16,053 | $6,260+156.4% | $8,221+95.3% | $3,952+306.2% |
| Admin fee / account holder | $20,886 | $8,630+142.0% | $12,045+73.4% | $6,260+233.6% |