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 5-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 | $3,728,101 | $157,256+2270.7% | $141,162+2541.0% | $152,861+2338.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.43% | 64.32%-51.9pp | 71.39%-59.0pp | 345.32%-332.9pp |
| Employer contribution / active EE | $56,000 | $5,261+964.5% | $4,735+1082.7% | $4,762+1075.9% |
| Participant deferral / active EE | $4,000 | $7,109-43.7% | $6,709-40.4% | $5,850-31.6% |
| Admin fee / account holder | $24,452 | $12,120+101.7% | $10,261+138.3% | $11,596+110.9% |