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 6-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 | $1,549,610 | $127,777+1112.7% | $106,548+1354.4% | $167,490+825.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.45% | 33.87%-28.4pp | 26.80%-21.4pp | 478.56%-473.1pp |
| Employer contribution / active EE | $38,500 | $3,427+1023.6% | $2,819+1265.8% | $4,837+695.9% |
| Participant deferral / active EE | $26,000 | $5,087+411.1% | $4,398+491.2% | $6,341+310.0% |
| Admin fee / account holder | $67,938 | $11,228+505.1% | $7,407+817.2% | $12,309+451.9% |