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 | $1,140,184 | $162,781+600.4% | $133,956+751.2% | $158,922+617.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.77% | 41.94%-39.2pp | 45.09%-42.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $13,679 | $4,975+174.9% | $3,919+249.1% | $4,761+187.3% |
| Participant deferral / active EE | $11,714 | $5,911+98.2% | $5,048+132.1% | $5,982+95.8% |
| Admin fee / account holder | $198,330 | $11,736+1589.9% | $8,927+2121.7% | $11,246+1663.6% |