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 | $1,059,242 | $73,867+1334.0% | $143,757+636.8% | $68,494+1446.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.46% | 1.01%-20.5pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $36,483 | $3,184+1045.8% | $4,951+636.9% | $2,596+1305.2% |
| Participant deferral / active EE | $21,818 | $3,384+544.7% | $5,637+287.1% | $4,027+441.8% |
| Admin fee / account holder | $130,888 | $5,755+2174.5% | $14,673+792.0% | $5,403+2322.6% |