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 | $1,138,079 | $85,202+1235.7% | $172,739+558.8% | $72,985+1459.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10.39% | 27.32%-16.9pp | 802.84%-792.4pp | 81.00%-70.6pp |
| Employer contribution / active EE | $36,082 | $3,324+985.4% | $5,143+601.6% | $2,440+1378.8% |
| Participant deferral / active EE | $21,557 | $3,260+561.2% | $5,198+314.7% | $3,607+497.6% |
| Admin fee / account holder | $35,209 | $5,884+498.4% | $13,954+152.3% | $5,124+587.1% |