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 | $1,718,376 | $165,335+939.3% | $149,696+1047.9% | $158,922+981.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.37% | 348.15%-343.8pp | 276.60%-272.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $41,745 | $5,103+718.1% | $4,644+798.9% | $4,761+776.8% |
| Participant deferral / active EE | $4,333 | $7,181-39.7% | $6,842-36.7% | $5,982-27.6% |
| Admin fee / account holder | $295,214 | $10,807+2631.8% | $9,309+3071.4% | $11,246+2525.1% |