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 | $1,361,805 | $183,519+642.0% | $155,509+775.7% | $145,922+833.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.44% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $13,375 | $5,313+151.8% | $4,672+186.3% | $4,660+187.0% |
| Participant deferral / active EE | $30,500 | $6,462+372.0% | $5,626+442.1% | $6,688+356.1% |
| Admin fee / account holder | $61,238 | $19,313+217.1% | $15,912+284.9% | $13,397+357.1% |