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 | $2,175,642 | $214,378+914.9% | $200,582+984.7% | $142,382+1428.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.62% | 46.41%-40.8pp | 42.33%-36.7pp | 217.08%-211.5pp |
| Employer contribution / active EE | $29,525 | $6,841+331.6% | $6,419+360.0% | $4,299+586.8% |
| Participant deferral / active EE | $20,498 | $9,865+107.8% | $9,331+119.7% | $6,507+215.0% |
| Admin fee / account holder | $71,941 | $17,692+306.6% | $16,305+341.2% | $12,624+469.9% |