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 | $1,099,751 | $228,332+381.6% | $185,823+491.8% | $158,922+592.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.89% | 40.80%-44.7pp | 35.95%-39.8pp | 302.83%-306.7pp |
| Employer contribution / active EE | $23,434 | $4,967+371.8% | $4,087+473.3% | $4,761+392.2% |
| Participant deferral / active EE | $9,500 | $6,415+48.1% | $5,632+68.7% | $5,982+58.8% |
| Admin fee / account holder | $16,465 | $11,864+38.8% | $9,500+73.3% | $11,246+46.4% |