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 | $1,260,771 | $55,932+2154.1% | $76,735+1543.0% | $67,986+1754.5% |
| Participation rate | 98.2% | 50.8%+47.4pp | 69.5%+28.7pp | 57.2%+41.0pp |
| Annual return | 3.34% | 23.10%-19.8pp | 29.77%-26.4pp | 31.67%-28.3pp |
| Employer contribution / active EE | $9,456 | $1,487+536.1% | $2,454+285.3% | $2,019+368.4% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $63,275 | $4,907+1189.5% | $7,189+780.1% | $3,203+1875.4% |