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 | $1,080,811 | $73,867+1363.2% | $143,757+651.8% | $68,494+1478.0% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -22.15% | 1.01%-23.2pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $34,253 | $3,184+975.7% | $4,951+591.8% | $2,596+1219.3% |
| Participant deferral / active EE | $20,727 | $3,384+512.4% | $5,637+267.7% | $4,027+414.7% |
| Admin fee / account holder | $9,536 | $5,755+65.7% | $14,673-35.0% | $5,403+76.5% |