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 | $2,795,269 | $115,770+2314.5% | $101,248+2660.8% | $158,922+1658.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.17% | 56.14%-49.0pp | 46.47%-39.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $56,000 | $4,175+1241.5% | $3,660+1430.3% | $4,761+1076.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $18,912 | $7,245+161.0% | $5,945+218.1% | $11,246+68.2% |