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 | $1,301,120 | $85,022+1430.3% | $70,515+1745.2% | $139,434+833.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 9.25% | 30.38%-21.1pp | 32.77%-23.5pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,917 | $3,909-51.0% | $2,973-35.5% | $4,751-59.6% |
| Participant deferral / active EE | $8,809 | $5,890+49.5% | $4,567+92.9% | $6,710+31.3% |
| Admin fee / account holder | $2,988 | $8,906-66.5% | $6,412-53.4% | $11,403-73.8% |