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 | $958,553 | $202,318+373.8% | $172,739+454.9% | $152,861+527.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.18% | 1029.65%-1018.5pp | 802.84%-791.7pp | 345.32%-334.1pp |
| Employer contribution / active EE | $16,877 | $5,856+188.2% | $5,143+228.2% | $4,762+254.4% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,850+22.1% |
| Admin fee / account holder | $5,561 | $17,109-67.5% | $13,954-60.1% | $11,596-52.0% |