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 | $3,996,093 | $88,751+4402.6% | $81,812+4784.5% | $145,922+2638.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.48% | 1025.40%-1016.9pp | 773.79%-765.3pp | 561.29%-552.8pp |
| Employer contribution / active EE | $13,125 | $3,083+325.7% | $2,912+350.7% | $4,660+181.7% |
| Participant deferral / active EE | $12,000 | $4,643+158.4% | $4,319+177.9% | $6,688+79.4% |
| Admin fee / account holder | $38,311 | $8,415+355.3% | $7,386+418.7% | $13,397+186.0% |