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 | $1,051,761 | $89,355+1077.1% | $141,162+645.1% | $72,985+1341.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.02% | 111.85%-97.8pp | 71.39%-57.4pp | 81.00%-67.0pp |
| Employer contribution / active EE | $20,601 | $3,114+561.5% | $4,735+335.1% | $2,440+744.3% |
| Participant deferral / active EE | $4,637 | $5,418-14.4% | $6,709-30.9% | $3,607+28.5% |
| Admin fee / account holder | $70,015 | $5,958+1075.1% | $10,261+582.3% | $5,124+1266.3% |