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 | $516,350 | $98,750+422.9% | $149,696+244.9% | $79,858+546.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.59% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $21,969 | $3,216+583.0% | $4,644+373.0% | $2,471+789.1% |
| Participant deferral / active EE | $11,500 | $5,680+102.5% | $6,842+68.1% | $3,740+207.5% |
| Admin fee / account holder | $23,452 | $6,053+287.5% | $9,309+151.9% | $5,306+342.0% |