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 | $1,447,823 | $111,754+1195.5% | $103,333+1301.1% | $145,922+892.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.25% | 24.77%-19.5pp | 24.88%-19.6pp | 561.29%-556.0pp |
| Employer contribution / active EE | $39,778 | $4,212+844.3% | $3,868+928.4% | $4,660+753.7% |
| Participant deferral / active EE | $3,620 | $5,619-35.6% | $5,057-28.4% | $6,688-45.9% |
| Admin fee / account holder | $25,368 | $9,750+160.2% | $8,355+203.6% | $13,397+89.4% |