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 | $812,889 | $84,233+865.1% | $170,442+376.9% | $70,131+1059.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.71% | 23.06%-13.3pp | 205.93%-196.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $33,550 | $3,387+890.6% | $5,433+517.6% | $2,342+1332.3% |
| Participant deferral / active EE | $4,867 | $3,086+57.7% | $4,939-1.5% | $3,332+46.1% |
| Admin fee / account holder | $69,453 | $5,698+1118.9% | $13,880+400.4% | $4,645+1395.1% |