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 | $1,032,902 | $148,534+595.4% | $135,903+660.0% | $139,434+640.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.41% | 79.19%-68.8pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $32,273 | $5,243+515.5% | $4,856+564.6% | $4,751+579.3% |
| Participant deferral / active EE | $24,887 | $8,100+207.2% | $7,758+220.8% | $6,710+270.9% |
| Admin fee / account holder | $580,664 | $12,400+4582.9% | $10,762+5295.5% | $11,403+4992.4% |