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 | $1,462,106 | $124,185+1077.4% | $108,410+1248.7% | $167,490+773.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.35% | 1379.64%-1376.3pp | 905.27%-901.9pp | 478.56%-475.2pp |
| Employer contribution / active EE | $47,832 | $4,187+1042.5% | $3,558+1244.2% | $4,837+888.8% |
| Participant deferral / active EE | $19,300 | $6,908+179.4% | $6,563+194.1% | $6,341+204.4% |
| Admin fee / account holder | $1,692 | $9,455-82.1% | $7,295-76.8% | $12,309-86.3% |