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 | $1,533,814 | $160,055+858.3% | $140,016+995.5% | $135,375+1033.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.16% | 911.38%-925.5pp | 651.12%-665.3pp | 519.73%-533.9pp |
| Employer contribution / active EE | $34,983 | $6,420+444.9% | $5,606+524.1% | $4,779+632.1% |
| Participant deferral / active EE | $3,972 | $7,642-48.0% | $6,927-42.7% | $5,609-29.2% |
| Admin fee / account holder | $2,212 | $13,328-83.4% | $10,705-79.3% | $10,827-79.6% |