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 | $1,178,596 | $172,111+584.8% | $150,298+684.2% | $137,256+758.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.12% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $33,396 | $4,636+620.3% | $4,154+703.9% | $4,156+703.5% |
| Participant deferral / active EE | $25,390 | $6,166+311.8% | $5,453+365.6% | $6,407+296.3% |
| Admin fee / account holder | $160,844 | $16,471+876.5% | $14,116+1039.5% | $12,270+1210.9% |