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 | $1,291,865 | $209,336+517.1% | $197,124+555.4% | $137,256+841.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.54% | 48.09%-40.5pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $16,444 | $6,591+149.5% | $6,227+164.1% | $4,156+295.7% |
| Participant deferral / active EE | $3,917 | $9,614-59.3% | $9,135-57.1% | $6,407-38.9% |
| Admin fee / account holder | $3,870 | $17,308-77.6% | $16,298-76.3% | $12,270-68.5% |