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 | $1,334,886 | $111,754+1094.5% | $103,333+1191.8% | $145,922+814.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.73% | 24.77%-17.0pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $24,594 | $4,212+483.8% | $3,868+535.9% | $4,660+427.8% |
| Participant deferral / active EE | $3,838 | $5,619-31.7% | $5,057-24.1% | $6,688-42.6% |
| Admin fee / account holder | $162,241 | $9,750+1564.0% | $8,355+1841.9% | $13,397+1111.0% |