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 8-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 | $1,003,728 | $202,318+396.1% | $172,739+481.1% | $152,861+556.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.04% | 1029.65%-1019.6pp | 802.84%-792.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $25,954 | $5,856+343.2% | $5,143+404.7% | $4,762+445.0% |
| Participant deferral / active EE | $19,466 | $5,948+227.3% | $5,198+274.5% | $5,850+232.7% |
| Admin fee / account holder | $267,723 | $17,109+1464.8% | $13,954+1818.6% | $11,596+2208.7% |