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 8-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 | $1,231,601 | $124,281+891.0% | $109,143+1028.4% | $167,490+635.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.43% | 26.04%-18.6pp | 25.75%-18.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $5,456 | $4,207+29.7% | $3,722+46.6% | $4,837+12.8% |
| Participant deferral / active EE | $9,198 | $5,255+75.0% | $4,653+97.7% | $6,341+45.1% |
| Admin fee / account holder | $1,053 | $7,970-86.8% | $6,752-84.4% | $12,309-91.4% |