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 | $891,248 | $85,202+946.0% | $172,739+416.0% | $72,985+1121.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.99% | 27.32%-21.3pp | 802.84%-796.9pp | 81.00%-75.0pp |
| Employer contribution / active EE | $32,500 | $3,324+877.6% | $5,143+531.9% | $2,440+1232.1% |
| Participant deferral / active EE | $18,443 | $3,260+465.7% | $5,198+254.8% | $3,607+411.2% |
| Admin fee / account holder | $26,077 | $5,884+343.2% | $13,954+86.9% | $5,124+408.9% |