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 | $677,281 | $98,750+585.9% | $149,696+352.4% | $79,858+748.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.85% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $20,765 | $3,216+545.6% | $4,644+347.1% | $2,471+740.4% |
| Participant deferral / active EE | $11,226 | $5,680+97.6% | $6,842+64.1% | $3,740+200.2% |
| Admin fee / account holder | $135,970 | $6,053+2146.5% | $9,309+1360.7% | $5,306+2462.4% |