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 7-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 | $545,515 | $96,305+466.4% | $80,569+577.1% | $139,434+291.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.94% | 1350.08%-1340.1pp | 935.43%-925.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $10,695 | $3,262+227.9% | $2,723+292.7% | $4,751+125.1% |
| Participant deferral / active EE | $15,000 | $5,232+186.7% | $4,447+237.3% | $6,710+123.5% |
| Admin fee / account holder | $5,062 | $6,599-23.3% | $5,377-5.9% | $11,403-55.6% |