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 | $1,070,333 | $133,922+699.2% | $116,228+820.9% | $142,382+651.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.62% | 147.76%-138.1pp | 90.06%-80.4pp | 217.08%-207.5pp |
| Employer contribution / active EE | $24,681 | $3,446+616.3% | $2,994+724.2% | $4,299+474.1% |
| Participant deferral / active EE | $11,092 | $5,672+95.6% | $4,953+123.9% | $6,507+70.5% |
| Admin fee / account holder | $30,474 | $14,945+103.9% | $11,989+154.2% | $12,624+141.4% |