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 | $1,393,641 | $214,378+550.1% | $200,582+594.8% | $142,382+878.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.28% | 46.41%-39.1pp | 42.33%-35.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $21,700 | $6,841+217.2% | $6,419+238.1% | $4,299+404.8% |
| Participant deferral / active EE | $21,917 | $9,865+122.2% | $9,331+134.9% | $6,507+236.8% |
| Admin fee / account holder | $5,375 | $17,692-69.6% | $16,305-67.0% | $12,624-57.4% |