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 | $1,748,532 | $74,888+2234.9% | $71,209+2355.5% | $142,382+1128.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.00% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,717 | $2,854+30.2% | $2,721+36.6% | $4,299-13.5% |
| Participant deferral / active EE | $9,092 | $4,454+104.1% | $4,175+117.8% | $6,507+39.7% |
| Admin fee / account holder | $739 | $5,568-86.7% | $5,349-86.2% | $12,624-94.1% |