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 8-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 | $1,702,736 | $117,841+1344.9% | $102,423+1562.4% | $145,922+1066.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.15% | 31.65%-28.5pp | 29.32%-26.2pp | 561.29%-558.1pp |
| Employer contribution / active EE | $46,000 | $3,615+1172.6% | $3,023+1421.5% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $5,731+432.2% | $5,053+503.6% | $6,688+356.1% |
| Admin fee / account holder | $107,948 | $13,326+710.1% | $9,451+1042.2% | $13,397+705.8% |