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 | $2,282,559 | $158,398+1341.0% | $126,539+1703.8% | $142,382+1503.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 4.03% | 593.76%-589.7pp | 425.95%-421.9pp | 217.08%-213.0pp |
| Employer contribution / active EE | $15,368 | $4,650+230.5% | $3,674+318.3% | $4,299+257.5% |
| Participant deferral / active EE | $18,000 | $4,767+277.6% | $4,083+340.9% | $6,507+176.6% |
| Admin fee / account holder | $95,117 | $6,918+1274.9% | $6,065+1468.4% | $12,624+653.5% |