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 | $1,253,019 | $114,047+998.7% | $96,139+1203.3% | $167,490+648.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.84% | 189.88%-183.0pp | 191.94%-185.1pp | 478.56%-471.7pp |
| Employer contribution / active EE | $28,163 | $3,427+721.8% | $2,797+906.9% | $4,837+482.2% |
| Participant deferral / active EE | $26,000 | $5,194+400.6% | $4,349+497.9% | $6,341+310.0% |
| Admin fee / account holder | $11,972 | $6,897+73.6% | $5,537+116.2% | $12,309-2.7% |