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 | $1,276,031 | $114,381+1015.6% | $107,525+1086.7% | $142,382+796.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.28% | 242.71%-232.4pp | 181.32%-171.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,780 | $4,015-55.7% | $3,754-52.6% | $4,299-58.6% |
| Participant deferral / active EE | $20,767 | $5,564+273.2% | $5,116+305.9% | $6,507+219.1% |
| Admin fee / account holder | $12,069 | $9,860+22.4% | $8,919+35.3% | $12,624-4.4% |