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 | $59,097+2033.4% | $82,389+1430.3% | $74,304+1596.8% |
| Participation rate | 98.2% | 52.8%+45.5pp | 69.5%+28.7pp | 60.3%+37.9pp |
| Annual return | 3.34% | 22.85%-19.5pp | 28.67%-25.3pp | 29.43%-26.1pp |
| Employer contribution / active EE | $9,456 | $1,601+490.7% | $2,517+275.7% | $2,241+321.9% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $63,275 | $4,489+1309.4% | $7,231+775.1% | $2,969+2031.3% |