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 | $1,135,439 | $183,519+518.7% | $155,509+630.1% | $145,922+678.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.18% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $44,819 | $5,313+743.6% | $4,672+859.2% | $4,660+861.9% |
| Participant deferral / active EE | $18,300 | $6,462+183.2% | $5,626+225.3% | $6,688+173.6% |
| Admin fee / account holder | $283,996 | $19,313+1370.5% | $15,912+1684.8% | $13,397+2019.9% |