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 | $1,343,478 | $227,553+490.4% | $189,557+608.7% | $167,490+702.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.66% | 78.40%-72.7pp | 64.17%-58.5pp | 478.56%-472.9pp |
| Employer contribution / active EE | $24,273 | $5,316+356.6% | $4,412+450.1% | $4,837+401.8% |
| Participant deferral / active EE | $18,200 | $7,002+159.9% | $6,174+194.8% | $6,341+187.0% |
| Admin fee / account holder | $6,761 | $11,878-43.1% | $9,807-31.1% | $12,309-45.1% |