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 | $2,784,492 | $138,044+1917.1% | $125,339+2121.6% | $134,475+1970.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.72% | 750.33%-785.1pp | 572.05%-606.8pp | 417.96%-452.7pp |
| Employer contribution / active EE | $81,000 | $5,243+1444.8% | $4,814+1582.7% | $4,740+1609.0% |
| Participant deferral / active EE | $54,000 | $7,799+592.4% | $7,446+625.2% | $6,400+743.8% |
| Admin fee / account holder | $104,730 | $11,571+805.1% | $10,010+946.3% | $11,426+816.6% |