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 | $1,339,793 | $95,416+1304.2% | $185,823+621.0% | $85,850+1460.6% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.3pp |
| Annual return | 9.73% | 23.59%-13.9pp | 122.05%-112.3pp | 318.53%-308.8pp |
| Employer contribution / active EE | $29,829 | $3,314+800.2% | $5,167+477.3% | $2,565+1062.9% |
| Participant deferral / active EE | $18,711 | $3,423+446.6% | $5,568+236.1% | $3,952+373.5% |
| Admin fee / account holder | $4,312 | $7,213-40.2% | $16,237-73.4% | $6,260-31.1% |