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 | $1,749,867 | $175,202+898.8% | $149,673+1069.1% | $139,434+1155.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.29% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $27,846 | $5,474+408.7% | $4,818+478.0% | $4,751+486.1% |
| Participant deferral / active EE | $16,620 | $6,519+155.0% | $5,680+192.6% | $6,710+147.7% |
| Admin fee / account holder | $17,477 | $16,150+8.2% | $13,210+32.3% | $11,403+53.3% |