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 | $898,369 | $72,071+1146.5% | $68,368+1214.0% | $137,256+554.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 9.48% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $13,022 | $2,788+367.1% | $2,649+391.6% | $4,156+213.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $64,986 | $5,336+1118.0% | $5,150+1161.9% | $12,270+429.6% |