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 | $2,236,154 | $167,484+1235.1% | $151,611+1374.9% | $134,475+1562.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.29% | 7.80%-30.1pp | 3.33%-25.6pp | 417.96%-440.3pp |
| Employer contribution / active EE | $11,557 | $6,829+69.2% | $6,166+87.4% | $4,740+143.8% |
| Participant deferral / active EE | $21,559 | $8,986+139.9% | $8,363+157.8% | $6,400+236.9% |
| Admin fee / account holder | $150,000 | $13,783+988.3% | $11,616+1191.3% | $11,426+1212.8% |