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 | $1,019,067 | $159,901+537.3% | $146,958+593.4% | $145,922+598.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,094 | $5,286-3.6% | $4,933+3.3% | $4,660+9.3% |
| Participant deferral / active EE | $11,174 | $8,428+32.6% | $8,070+38.5% | $6,688+67.1% |
| Admin fee / account holder | $25,543 | $15,044+69.8% | $12,998+96.5% | $13,397+90.7% |