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 | $1,658,542 | $114,381+1350.0% | $107,525+1442.5% | $142,382+1064.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.26% | 242.71%-238.4pp | 181.32%-177.1pp | 217.08%-212.8pp |
| Employer contribution / active EE | $26,636 | $4,015+563.5% | $3,754+609.6% | $4,299+519.6% |
| Participant deferral / active EE | $20,667 | $5,564+271.4% | $5,116+304.0% | $6,507+217.6% |
| Admin fee / account holder | $12,236 | $9,860+24.1% | $8,919+37.2% | $12,624-3.1% |