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 | $1,552,047 | $159,901+870.6% | $146,958+956.1% | $145,922+963.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $10,650 | $5,286+101.5% | $4,933+115.9% | $4,660+128.6% |
| Participant deferral / active EE | $33,000 | $8,428+291.5% | $8,070+308.9% | $6,688+393.4% |
| Admin fee / account holder | $7,394 | $15,044-50.9% | $12,998-43.1% | $13,397-44.8% |