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 | $1,520,431 | $214,378+609.2% | $200,582+658.0% | $142,382+967.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.20% | 46.41%-38.2pp | 42.33%-34.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $44,530 | $6,841+550.9% | $6,419+593.7% | $4,299+935.8% |
| Participant deferral / active EE | $26,500 | $9,865+168.6% | $9,331+184.0% | $6,507+307.2% |
| Admin fee / account holder | $780,641 | $17,692+4312.4% | $16,305+4687.9% | $12,624+6083.9% |