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 | $1,716,888 | $98,750+1638.6% | $149,696+1046.9% | $79,858+2049.9% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+20.9pp |
| Annual return | 12.12% | 27.43%-15.3pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $34,042 | $3,216+958.4% | $4,644+633.0% | $2,471+1277.8% |
| Participant deferral / active EE | $20,819 | $5,680+266.5% | $6,842+204.3% | $3,740+456.6% |
| Admin fee / account holder | $22,574 | $6,053+273.0% | $9,309+142.5% | $5,306+325.4% |