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 | $1,132,340 | $160,055+607.5% | $140,016+708.7% | $135,375+736.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.35% | 911.38%-922.7pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $17,003 | $6,420+164.8% | $5,606+203.3% | $4,779+255.8% |
| Participant deferral / active EE | $10,625 | $7,642+39.0% | $6,927+53.4% | $5,609+89.4% |
| Admin fee / account holder | $13,216 | $13,328-0.8% | $10,705+23.5% | $10,827+22.1% |