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 | $1,102,117 | $81,248+1256.5% | $155,509+608.7% | $80,856+1263.1% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 10.49% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $35,514 | $3,100+1045.5% | $4,672+660.1% | $2,755+1189.2% |
| Participant deferral / active EE | $21,064 | $3,452+510.3% | $5,626+274.4% | $4,296+390.3% |
| Admin fee / account holder | $112,304 | $7,997+1304.3% | $15,912+605.8% | $6,918+1523.4% |