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 | $1,195,967 | $100,773+1086.8% | $88,946+1244.6% | $142,382+740.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.82% | 70.18%-61.4pp | 57.82%-49.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,514 | $2,918-13.8% | $2,555-1.6% | $4,299-41.5% |
| Participant deferral / active EE | $2,514 | $5,230-51.9% | $4,581-45.1% | $6,507-61.4% |
| Admin fee / account holder | $31,803 | $9,693+228.1% | $8,261+285.0% | $12,624+151.9% |