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 | $323,739 | $202,318+60.0% | $172,739+87.4% | $152,861+111.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.32% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $13,264 | $5,856+126.5% | $5,143+157.9% | $4,762+178.5% |
| Participant deferral / active EE | $11,634 | $5,948+95.6% | $5,198+123.8% | $5,850+98.9% |
| Admin fee / account holder | $376,645 | $17,109+2101.5% | $13,954+2599.2% | $11,596+3147.9% |