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 10-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 | $839,646 | $73,867+1036.7% | $143,757+484.1% | $68,494+1125.9% |
| Participation rate | 98.5% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -19.69% | 1.01%-20.7pp | -0.04%-19.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $32,358 | $3,184+916.2% | $4,951+553.6% | $2,596+1146.3% |
| Participant deferral / active EE | $17,632 | $3,384+421.0% | $5,637+212.8% | $4,027+337.8% |
| Admin fee / account holder | $111,827 | $5,755+1843.3% | $14,673+662.1% | $5,403+1969.8% |