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 | $2,253,547 | $104,974+2046.8% | $95,585+2257.6% | $142,382+1482.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.12% | 210.33%-200.2pp | 38.56%-28.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $47,000 | $2,779+1591.5% | $2,527+1760.3% | $4,299+993.3% |
| Participant deferral / active EE | $28,000 | $4,352+543.4% | $4,023+596.1% | $6,507+330.3% |
| Admin fee / account holder | $2,150,936 | $6,386+33581.6% | $6,127+35003.8% | $12,624+16938.9% |