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 | $890,195 | $74,888+1088.7% | $71,209+1150.1% | $142,382+525.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.34% | 345.14%-337.8pp | 282.51%-275.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $12,978 | $2,854+354.7% | $2,721+377.0% | $4,299+201.9% |
| Participant deferral / active EE | $22,280 | $4,454+400.2% | $4,175+433.6% | $6,507+242.4% |
| Admin fee / account holder | $14,813 | $5,568+166.0% | $5,349+176.9% | $12,624+17.3% |