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 | $1,054,087 | $165,335+537.5% | $149,696+604.2% | $158,922+563.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.12% | 348.15%-343.0pp | 276.60%-271.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $10,384 | $5,103+103.5% | $4,644+123.6% | $4,761+118.1% |
| Participant deferral / active EE | $11,327 | $7,181+57.7% | $6,842+65.6% | $5,982+89.3% |
| Admin fee / account holder | $19,919 | $10,807+84.3% | $9,309+114.0% | $11,246+77.1% |