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 | $1,725,909 | $183,592+840.1% | $155,567+1009.4% | $145,959+1082.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $22,474 | $5,315+322.9% | $4,674+380.8% | $4,661+382.2% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $73,366 | $19,318+279.8% | $15,916+360.9% | $13,398+447.6% |