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 3-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 | $1,121,638 | $77,899+1339.9% | $149,673+649.4% | $75,163+1392.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.12% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $31,704 | $3,137+910.5% | $4,818+558.1% | $2,670+1087.5% |
| Participant deferral / active EE | $22,749 | $3,411+566.9% | $5,680+300.5% | $4,125+451.5% |
| Admin fee / account holder | $102,874 | $5,956+1627.1% | $13,210+678.8% | $5,651+1720.5% |