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 | $1,120,357 | $100,852+1010.9% | $90,404+1139.3% | $158,922+605.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.41% | 1724.20%-1719.8pp | 1293.02%-1288.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $13,080 | $3,689+254.6% | $3,262+301.0% | $4,761+174.7% |
| Participant deferral / active EE | $8,049 | $4,348+85.1% | $3,963+103.1% | $5,982+34.6% |
| Admin fee / account holder | $10,900 | $6,501+67.7% | $5,611+94.3% | $11,246-3.1% |