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 | $1,041,168 | $157,256+562.1% | $141,162+637.6% | $152,861+581.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.58% | 64.32%-58.7pp | 71.39%-65.8pp | 345.32%-339.7pp |
| Employer contribution / active EE | $20,251 | $5,261+284.9% | $4,735+327.7% | $4,762+325.2% |
| Participant deferral / active EE | $7,620 | $7,109+7.2% | $6,709+13.6% | $5,850+30.3% |
| Admin fee / account holder | $58,706 | $12,120+384.4% | $10,261+472.1% | $11,596+406.2% |