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 | $727,637 | $96,305+655.6% | $80,569+803.1% | $139,434+421.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.15% | 1350.08%-1341.9pp | 935.43%-927.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $23,125 | $3,262+608.9% | $2,723+749.1% | $4,751+386.8% |
| Participant deferral / active EE | $4,830 | $5,232-7.7% | $4,447+8.6% | $6,710-28.0% |
| Admin fee / account holder | $47,252 | $6,599+616.1% | $5,377+778.8% | $11,403+314.4% |