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 | $1,132,038 | $202,318+459.5% | $172,739+555.3% | $152,861+640.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.86% | 1029.65%-1017.8pp | 802.84%-791.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $33,197 | $5,856+466.9% | $5,143+545.5% | $4,762+597.1% |
| Participant deferral / active EE | $22,429 | $5,948+277.1% | $5,198+331.5% | $5,850+283.4% |
| Admin fee / account holder | $131,781 | $17,109+670.3% | $13,954+844.4% | $11,596+1036.4% |