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 | $1,033,788 | $61,774+1573.5% | $97,226+963.3% | $80,856+1178.5% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.7%+24.8pp | 67.6%+29.9pp |
| Annual return | 7.30% | -557.90%+565.2pp | 75.13%-67.8pp | 35.59%-28.3pp |
| Employer contribution / active EE | $2,493 | $1,837+35.7% | $2,729-8.6% | $2,755-9.5% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $34,328 | $5,166+564.5% | $5,654+507.2% | $6,918+396.2% |