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 | $1,633,811 | $74,888+2081.7% | $71,209+2194.4% | $142,382+1047.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.79% | 345.14%-338.3pp | 282.51%-275.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $38,864 | $2,854+1261.6% | $2,721+1328.3% | $4,299+804.0% |
| Participant deferral / active EE | $33,604 | $4,454+654.4% | $4,175+704.9% | $6,507+416.4% |
| Admin fee / account holder | $865,770 | $5,568+15448.1% | $5,349+16086.3% | $12,624+6758.3% |