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 | $607,777 | $150,440+304.0% | $136,294+345.9% | $147,584+311.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.58% | 1049.08%-1039.5pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $16,333 | $5,256+210.7% | $4,695+247.8% | $4,876+234.9% |
| Participant deferral / active EE | $10,702 | $6,630+61.4% | $6,247+71.3% | $5,439+96.8% |
| Admin fee / account holder | $27,784 | $10,905+154.8% | $9,243+200.6% | $10,885+155.2% |