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 | $1,099,615 | $176,812+521.9% | $146,665+649.7% | $167,490+556.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.84% | 24.03%-15.2pp | 22.74%-13.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $32,500 | $5,160+529.8% | $4,136+685.7% | $4,837+571.8% |
| Participant deferral / active EE | $16,167 | $6,440+151.0% | $5,506+193.6% | $6,341+154.9% |
| Admin fee / account holder | $252,970 | $13,259+1807.9% | $10,280+2360.9% | $12,309+1955.2% |