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 | $1,001,204 | $107,334+832.8% | $92,893+977.8% | $152,861+555.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.82% | 145.58%-139.8pp | 109.41%-103.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $49,832 | $4,221+1080.6% | $3,653+1264.2% | $4,762+946.4% |
| Participant deferral / active EE | $3,722 | $4,845-23.2% | $4,236-12.1% | $5,850-36.4% |
| Admin fee / account holder | $8,105 | $7,079+14.5% | $5,794+39.9% | $11,596-30.1% |