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 | $2,819,514 | $85,766+3187.5% | $136,294+1968.7% | $70,131+3920.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.70% | 31.45%-19.8pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $34,121 | $2,966+1050.4% | $4,695+626.7% | $2,342+1356.6% |
| Participant deferral / active EE | $24,271 | $5,051+380.5% | $6,247+288.5% | $3,332+628.5% |
| Admin fee / account holder | $486,977 | $5,420+8884.1% | $9,243+5168.4% | $4,645+10383.2% |