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 | $815,925 | $49,922+1534.4% | $80,569+912.7% | $75,163+985.5% |
| Participation rate | 87.5% | 55.3%+32.2pp | 67.0%+20.5pp | 67.2%+20.3pp |
| Annual return | 9.25% | 34.69%-25.4pp | 935.43%-926.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $4,198 | $1,698+147.2% | $2,723+54.1% | $2,670+57.2% |
| Participant deferral / active EE | $14,463 | $2,990+383.6% | $4,447+225.2% | $4,125+250.6% |
| Admin fee / account holder | $28,108 | $3,577+685.8% | $5,377+422.7% | $5,651+397.4% |