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 | $995,251 | $202,318+391.9% | $172,739+476.2% | $152,861+551.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.04% | 1029.65%-1018.6pp | 802.84%-791.8pp | 345.32%-334.3pp |
| Employer contribution / active EE | $16,619 | $5,856+183.8% | $5,143+223.1% | $4,762+249.0% |
| Participant deferral / active EE | $11,875 | $5,948+99.6% | $5,198+128.5% | $5,850+103.0% |
| Admin fee / account holder | $44,004 | $17,109+157.2% | $13,954+215.4% | $11,596+279.5% |