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 | $767,419 | $55,453+1283.9% | $170,442+350.3% | $62,292+1132.0% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 11.01% | 21.38%-10.4pp | 205.93%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $35,733 | $2,164+1551.5% | $5,433+557.7% | $2,042+1649.7% |
| Participant deferral / active EE | $5,840 | $2,303+153.6% | $4,939+18.2% | $3,169+84.3% |
| Admin fee / account holder | $48,584 | $455+10576.5% | $13,880+250.0% | $479+10035.5% |