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 | $2,347,799 | $148,534+1480.6% | $135,903+1627.6% | $139,434+1583.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.39% | 79.19%-71.8pp | 68.23%-60.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $33,000 | $5,243+529.4% | $4,856+579.6% | $4,751+594.6% |
| Participant deferral / active EE | $27,500 | $8,100+239.5% | $7,758+254.5% | $6,710+309.8% |
| Admin fee / account holder | $5,670 | $12,400-54.3% | $10,762-47.3% | $11,403-50.3% |