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 | $1,011,254 | $177,572+469.5% | $154,803+553.3% | $142,382+610.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.15% | 65.07%-65.2pp | 58.88%-59.0pp | 217.08%-217.2pp |
| Employer contribution / active EE | $12,714 | $4,810+164.3% | $4,305+195.3% | $4,299+195.7% |
| Participant deferral / active EE | $4,429 | $6,272-29.4% | $5,540-20.1% | $6,507-31.9% |
| Admin fee / account holder | $17,509 | $16,786+4.3% | $14,329+22.2% | $12,624+38.7% |