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 | $884,493 | $209,832+321.5% | $189,513+366.7% | $167,490+428.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.92% | 748.27%-740.4pp | 555.15%-547.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $25,641 | $6,914+270.9% | $6,162+316.1% | $4,837+430.0% |
| Participant deferral / active EE | $8,828 | $8,935-1.2% | $8,221+7.4% | $6,341+39.2% |
| Admin fee / account holder | $36,711 | $14,293+156.8% | $12,045+204.8% | $12,309+198.2% |