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 | $1,034,663 | $114,381+804.6% | $107,525+862.3% | $142,382+626.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.51% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $4,635 | $4,015+15.5% | $3,754+23.5% | $4,299+7.8% |
| Participant deferral / active EE | $19,333 | $5,564+247.5% | $5,116+277.9% | $6,507+197.1% |
| Admin fee / account holder | $11,578 | $9,860+17.4% | $8,919+29.8% | $12,624-8.3% |