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 | $646,049 | $58,694+1000.7% | $142,863+352.2% | $85,850+652.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 11.84% | 27.72%-15.9pp | 5637.54%-5625.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $8,323 | $1,423+485.0% | $4,144+100.9% | $2,565+224.5% |
| Participant deferral / active EE | $12,180 | $2,607+367.1% | $3,837+217.4% | $3,952+208.2% |
| Admin fee / account holder | $29,952 | $4,239+606.6% | $6,560+356.6% | $6,260+378.5% |