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 7-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 | $2,912,456 | $232,540+1152.5% | $185,117+1473.3% | $147,584+1873.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.47% | 43.03%-37.6pp | 40.50%-35.0pp | 578.55%-573.1pp |
| Employer contribution / active EE | $16,000 | $5,195+208.0% | $4,182+282.6% | $4,876+228.1% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $414 | $10,275-96.0% | $8,159-94.9% | $10,885-96.2% |