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 | $717,962 | $100,773+612.5% | $88,946+707.2% | $142,382+404.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.76% | 70.18%-62.4pp | 57.82%-50.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $34,655 | $2,918+1087.8% | $2,555+1256.4% | $4,299+706.1% |
| Participant deferral / active EE | $13,200 | $5,230+152.4% | $4,581+188.1% | $6,507+102.9% |
| Admin fee / account holder | $25,000 | $9,693+157.9% | $8,261+202.6% | $12,624+98.0% |