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 | $677,953 | $202,432+234.9% | $169,368+300.3% | $139,434+386.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.07% | 531.74%-524.7pp | 405.60%-398.5pp | 372.94%-365.9pp |
| Employer contribution / active EE | $10,000 | $4,692+113.1% | $4,013+149.2% | $4,751+110.5% |
| Participant deferral / active EE | $13,125 | $6,938+89.2% | $6,221+111.0% | $6,710+95.6% |
| Admin fee / account holder | $50,592 | $10,708+372.5% | $9,003+461.9% | $11,403+343.7% |