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 | $819,448 | $111,814+632.9% | $93,654+775.0% | $145,959+461.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.83% | 203.30%-195.5pp | 133.34%-125.5pp | 561.95%-554.1pp |
| Employer contribution / active EE | $14,573 | $3,092+371.4% | $2,421+502.0% | $4,661+212.7% |
| Participant deferral / active EE | $15,787 | $4,914+221.2% | $4,413+257.8% | $6,689+136.0% |
| Admin fee / account holder | $204,770 | $10,246+1898.4% | $8,282+2372.4% | $13,398+1428.4% |