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 | $1,326,572 | $109,817+1108.0% | $98,442+1247.6% | $167,490+692.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.49% | 1956.69%-1951.2pp | 1492.73%-1487.2pp | 478.56%-473.1pp |
| Employer contribution / active EE | $32,794 | $3,224+917.2% | $2,960+1008.0% | $4,837+577.9% |
| Participant deferral / active EE | $22,560 | $4,673+382.7% | $4,276+427.6% | $6,341+255.8% |
| Admin fee / account holder | $2,978 | $6,753-55.9% | $5,949-49.9% | $12,309-75.8% |