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 | $1,238,097 | $214,378+477.5% | $200,582+517.3% | $142,382+769.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.10% | 46.41%-44.3pp | 42.33%-40.2pp | 217.08%-215.0pp |
| Employer contribution / active EE | $50,642 | $6,841+640.2% | $6,419+689.0% | $4,299+1078.0% |
| Participant deferral / active EE | $8,073 | $9,865-18.2% | $9,331-13.5% | $6,507+24.1% |
| Admin fee / account holder | $29,669 | $17,692+67.7% | $16,305+82.0% | $12,624+135.0% |