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 6-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 | $1,813,037 | $202,318+796.1% | $172,739+949.6% | $152,861+1086.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.50% | 1029.65%-1019.2pp | 802.84%-792.3pp | 345.32%-334.8pp |
| Employer contribution / active EE | $7,250 | $5,856+23.8% | $5,143+41.0% | $4,762+52.2% |
| Participant deferral / active EE | $12,250 | $5,948+106.0% | $5,198+135.7% | $5,850+109.4% |
| Admin fee / account holder | $83,250 | $17,109+386.6% | $13,954+496.6% | $11,596+617.9% |