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 5-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 | $2,192,133 | $156,846+1297.6% | $121,098+1710.2% | $139,434+1472.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.61% | 1474.56%-1473.9pp | 985.75%-985.1pp | 372.94%-372.3pp |
| Employer contribution / active EE | $16,308 | $5,536+194.6% | $4,164+291.7% | $4,751+243.3% |
| Participant deferral / active EE | $15,000 | $4,844+209.6% | $4,080+267.7% | $6,710+123.5% |
| Admin fee / account holder | $99,679 | $6,946+1335.1% | $5,644+1665.9% | $11,403+774.2% |