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 | $672,004 | $74,888+797.3% | $71,209+843.7% | $142,382+372.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.29% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $28,569 | $2,854+900.9% | $2,721+950.0% | $4,299+564.5% |
| Participant deferral / active EE | $17,683 | $4,454+297.0% | $4,175+323.5% | $6,507+171.7% |
| Admin fee / account holder | $115,683 | $5,568+1977.5% | $5,349+2062.8% | $12,624+816.4% |