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 | $968,775 | $175,202+452.9% | $149,673+547.3% | $139,434+594.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.33% | 166.71%-159.4pp | 134.42%-127.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $43,500 | $5,474+694.6% | $4,818+802.9% | $4,751+815.6% |
| Participant deferral / active EE | $25,000 | $6,519+283.5% | $5,680+340.1% | $6,710+272.6% |
| Admin fee / account holder | $242,061 | $16,150+1398.8% | $13,210+1732.4% | $11,403+2022.9% |