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 | $1,185,337 | $159,602+642.7% | $150,045+690.0% | $142,382+732.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.78% | 70.24%-62.5pp | 62.55%-54.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $24,215 | $4,961+388.2% | $4,693+416.0% | $4,299+463.3% |
| Participant deferral / active EE | $16,456 | $8,310+98.0% | $7,997+105.8% | $6,507+152.9% |
| Admin fee / account holder | $3,374 | $14,846-77.3% | $13,435-74.9% | $12,624-73.3% |