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 | $1,151,286 | $77,899+1377.9% | $149,673+669.2% | $75,163+1431.7% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+18.0pp | 67.2%+29.5pp |
| Annual return | 11.29% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $39,121 | $3,137+1146.9% | $4,818+712.0% | $2,670+1365.3% |
| Participant deferral / active EE | $24,811 | $3,411+627.4% | $5,680+336.8% | $4,125+501.5% |
| Admin fee / account holder | $378,487 | $5,956+6254.4% | $13,210+2765.2% | $5,651+6597.8% |