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 6-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 | $1,293,128 | $210,648+513.9% | $177,989+626.5% | $145,922+786.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.44% | 385.86%-378.4pp | 294.48%-287.0pp | 561.29%-553.8pp |
| Employer contribution / active EE | $10,500 | $4,565+130.0% | $3,949+165.9% | $4,660+125.3% |
| Participant deferral / active EE | $2,000 | $6,958-71.3% | $6,276-68.1% | $6,688-70.1% |
| Admin fee / account holder | $1,458 | $12,013-87.9% | $10,363-85.9% | $13,397-89.1% |