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 | $881,728 | $124,281+609.5% | $109,143+707.9% | $167,490+426.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.23% | 26.04%-16.8pp | 25.75%-16.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $25,455 | $4,207+505.0% | $3,722+583.9% | $4,837+426.2% |
| Participant deferral / active EE | $14,492 | $5,255+175.8% | $4,653+211.4% | $6,341+128.5% |
| Admin fee / account holder | $101,287 | $7,970+1170.9% | $6,752+1400.1% | $12,309+722.9% |