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 | $2,336,700 | $107,334+2077.0% | $92,893+2415.5% | $152,861+1428.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.40% | 145.58%-136.2pp | 109.41%-100.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $22,650 | $4,221+436.6% | $3,653+520.1% | $4,762+375.6% |
| Participant deferral / active EE | $25,000 | $4,845+416.0% | $4,236+490.2% | $5,850+327.3% |
| Admin fee / account holder | $820 | $7,079-88.4% | $5,794-85.8% | $11,596-92.9% |