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 | $3,398,855 | $185,822+1729.1% | $169,993+1899.4% | $139,434+2337.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.34% | 60.50%-51.2pp | 53.37%-44.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $16,074 | $7,590+111.8% | $6,785+136.9% | $4,751+238.3% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $844,607 | $15,381+5391.4% | $12,815+6490.7% | $11,403+7307.2% |