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 | $1,063,905 | $202,318+425.9% | $172,739+515.9% | $152,861+596.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.72% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $37,000 | $5,856+531.8% | $5,143+619.4% | $4,762+676.9% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,850+293.2% |
| Admin fee / account holder | $6,760 | $17,109-60.5% | $13,954-51.6% | $11,596-41.7% |