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 | $1,111,015 | $183,519+505.4% | $155,509+614.4% | $145,922+661.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.91% | 61.17%-55.3pp | 64.67%-58.8pp | 561.29%-555.4pp |
| Employer contribution / active EE | $24,607 | $5,313+363.2% | $4,672+426.6% | $4,660+428.1% |
| Participant deferral / active EE | $15,893 | $6,462+145.9% | $5,626+182.5% | $6,688+137.6% |
| Admin fee / account holder | $9,900 | $19,313-48.7% | $15,912-37.8% | $13,397-26.1% |