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 | $1,226,955 | $93,571+1211.3% | $135,903+802.8% | $75,163+1532.4% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 13.97% | 30.90%-16.9pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $17,410 | $3,537+392.3% | $4,856+258.5% | $2,670+552.1% |
| Participant deferral / active EE | $13,227 | $6,404+106.5% | $7,758+70.5% | $4,125+220.6% |
| Admin fee / account holder | $72,753 | $6,975+943.0% | $10,762+576.0% | $5,651+1187.5% |