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 7-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 | $1,489,512 | $115,882+1185.4% | $100,516+1381.9% | $158,922+837.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.25% | 34.79%-29.5pp | 30.89%-25.6pp | 302.83%-297.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,000 | $6,674-25.1% | $6,270-20.3% | $5,982-16.4% |
| Admin fee / account holder | $6,772 | $10,995-38.4% | $8,081-16.2% | $11,246-39.8% |