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 | $1,400,305 | $111,535+1155.5% | $105,223+1230.8% | $137,256+920.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.10% | 237.85%-231.8pp | 180.65%-174.5pp | 220.34%-214.2pp |
| Employer contribution / active EE | $37,499 | $3,939+851.9% | $3,689+916.6% | $4,156+802.3% |
| Participant deferral / active EE | $5,350 | $5,500-2.7% | $5,072+5.5% | $6,407-16.5% |
| Admin fee / account holder | $8,174 | $9,721-15.9% | $8,859-7.7% | $12,270-33.4% |