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 | $1,039,983 | $116,175+795.2% | $93,606+1011.0% | $152,861+580.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 5.87% | 35.96%-30.1pp | 32.76%-26.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $12,500 | $3,218+288.4% | $2,718+359.9% | $4,762+162.5% |
| Participant deferral / active EE | $13,216 | $4,603+187.1% | $4,069+224.8% | $5,850+125.9% |
| Admin fee / account holder | $17,887 | $10,748+66.4% | $7,888+126.8% | $11,596+54.2% |