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 | $2,167,150 | $214,378+910.9% | $200,582+980.4% | $142,382+1422.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.90% | 46.41%-37.5pp | 42.33%-33.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $52,917 | $6,841+673.5% | $6,419+724.4% | $4,299+1130.9% |
| Participant deferral / active EE | $26,459 | $9,865+168.2% | $9,331+183.6% | $6,507+306.6% |
| Admin fee / account holder | $500,098 | $17,692+2726.7% | $16,305+2967.2% | $12,624+3861.6% |