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 | $1,221,775 | $176,812+591.0% | $146,665+733.0% | $167,490+629.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.24% | 24.03%-22.8pp | 22.74%-21.5pp | 478.56%-477.3pp |
| Employer contribution / active EE | $44,846 | $5,160+769.1% | $4,136+984.2% | $4,837+827.1% |
| Participant deferral / active EE | $8,500 | $6,440+32.0% | $5,506+54.4% | $6,341+34.0% |
| Admin fee / account holder | $22,184 | $13,259+67.3% | $10,280+115.8% | $12,309+80.2% |