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 | $2,316,125 | $124,281+1763.6% | $109,143+2022.1% | $167,490+1282.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.95% | 26.04%-22.1pp | 25.75%-21.8pp | 478.56%-474.6pp |
| Employer contribution / active EE | $57,000 | $4,207+1254.8% | $3,722+1431.5% | $4,837+1078.3% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $21,092 | $7,970+164.6% | $6,752+212.4% | $12,309+71.4% |