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 | $787,643 | $150,440+423.6% | $136,294+477.9% | $147,584+433.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.42% | 1049.08%-1040.7pp | 5155.94%-5147.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $19,499 | $5,256+271.0% | $4,695+315.3% | $4,876+299.9% |
| Participant deferral / active EE | $18,500 | $6,630+179.0% | $6,247+196.1% | $5,439+240.2% |
| Admin fee / account holder | $24,525 | $10,905+124.9% | $9,243+165.3% | $10,885+125.3% |