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 9-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 | $6,798,050 | $209,411+3146.3% | $178,490+3708.7% | $158,922+4177.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.23% | 188.75%-183.5pp | 151.07%-145.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $38,000 | $5,706+565.9% | $5,011+658.4% | $4,761+698.1% |
| Participant deferral / active EE | $25,000 | $5,954+319.9% | $5,202+380.6% | $5,982+317.9% |
| Admin fee / account holder | $330,764 | $17,074+1837.2% | $13,984+2265.3% | $11,246+2841.2% |