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 | $1,745,274 | $127,065+1273.5% | $113,168+1442.2% | $142,382+1125.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.25% | 24.03%-19.8pp | 24.27%-20.0pp | 217.08%-212.8pp |
| Employer contribution / active EE | $46,500 | $3,442+1250.9% | $2,975+1462.9% | $4,299+981.6% |
| Participant deferral / active EE | $31,000 | $5,716+442.3% | $5,107+507.0% | $6,507+376.4% |
| Admin fee / account holder | $210,344 | $15,736+1236.7% | $12,068+1643.0% | $12,624+1566.3% |