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 | $2,628,958 | $74,888+3410.5% | $71,209+3591.9% | $142,382+1746.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.04% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $28,196 | $2,854+887.8% | $2,721+936.3% | $4,299+555.9% |
| Participant deferral / active EE | $19,183 | $4,454+330.7% | $4,175+359.5% | $6,507+194.8% |
| Admin fee / account holder | $43,713 | $5,568+685.0% | $5,349+717.3% | $12,624+246.3% |