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 | $1,553,706 | $209,336+642.2% | $197,124+688.2% | $137,256+1032.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.16% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $18,750 | $6,591+184.5% | $6,227+201.1% | $4,156+351.2% |
| Participant deferral / active EE | $5,974 | $9,614-37.9% | $9,135-34.6% | $6,407-6.8% |
| Admin fee / account holder | $109,248 | $17,308+531.2% | $16,298+570.3% | $12,270+790.4% |