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 | $1,338,788 | $114,381+1070.5% | $107,525+1145.1% | $142,382+840.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -2.16% | 242.71%-244.9pp | 181.32%-183.5pp | 217.08%-219.2pp |
| Employer contribution / active EE | $11,764 | $4,015+193.0% | $3,754+213.4% | $4,299+173.6% |
| Participant deferral / active EE | $18,015 | $5,564+223.8% | $5,116+252.2% | $6,507+176.8% |
| Admin fee / account holder | $142,978 | $9,860+1350.1% | $8,919+1503.1% | $12,624+1032.6% |