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 | $839,304 | $70,756+1086.2% | $65,493+1181.5% | $142,382+489.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 4.86% | 1754.89%-1750.0pp | 982.45%-977.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $23,682 | $2,881+722.1% | $2,574+820.0% | $4,299+450.9% |
| Participant deferral / active EE | $27,825 | $4,637+500.0% | $3,961+602.5% | $6,507+327.6% |
| Admin fee / account holder | $1,096,955 | $6,559+16624.3% | $5,028+21715.9% | $12,624+8589.6% |