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 | $1,243,327 | $98,750+1159.1% | $149,696+730.6% | $79,858+1456.9% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 9.23% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $16,380 | $3,216+409.3% | $4,644+252.7% | $2,471+563.0% |
| Participant deferral / active EE | $13,660 | $5,680+140.5% | $6,842+99.7% | $3,740+265.2% |
| Admin fee / account holder | $10,634 | $6,053+75.7% | $9,309+14.2% | $5,306+100.4% |