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 | $669,536 | $202,318+230.9% | $172,739+287.6% | $152,861+338.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.96% | 1029.65%-1017.7pp | 802.84%-790.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $7,215 | $5,856+23.2% | $5,143+40.3% | $4,762+51.5% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,850+327.3% |
| Admin fee / account holder | $1,982 | $17,109-88.4% | $13,954-85.8% | $11,596-82.9% |