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 6-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 | $1,493,221 | $118,680+1158.2% | $98,907+1409.7% | $158,922+839.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.53% | 372.35%-370.8pp | 196.43%-194.9pp | 302.83%-301.3pp |
| Employer contribution / active EE | $37,500 | $3,333+1025.1% | $2,689+1294.6% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $5,088+411.0% | $4,244+512.6% | $5,982+334.6% |
| Admin fee / account holder | $65,528 | $10,131+546.8% | $6,642+886.6% | $11,246+482.7% |