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 | $1,443,526 | $70,756+1940.2% | $65,493+2104.1% | $142,382+913.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.97% | 1754.89%-1745.9pp | 982.45%-973.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $13,122 | $2,881+355.5% | $2,574+409.7% | $4,299+205.2% |
| Participant deferral / active EE | $15,838 | $4,637+241.5% | $3,961+299.8% | $6,507+143.4% |
| Admin fee / account holder | $5,429 | $6,559-17.2% | $5,028+8.0% | $12,624-57.0% |