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 | $1,047,670 | $118,680+782.8% | $98,907+959.2% | $158,922+559.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.22% | 372.35%-369.1pp | 196.43%-193.2pp | 302.83%-299.6pp |
| Employer contribution / active EE | $13,333 | $3,333+300.1% | $2,689+395.9% | $4,761+180.0% |
| Participant deferral / active EE | $10,487 | $5,088+106.1% | $4,244+147.1% | $5,982+75.3% |
| Admin fee / account holder | $122,394 | $10,131+1108.1% | $6,642+1742.9% | $11,246+988.4% |