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 | $1,144,953 | $80,717+1318.5% | $154,803+639.6% | $84,808+1250.1% |
| Participation rate | 94.3% | 66.8%+27.5pp | 78.1%+16.2pp | 68.3%+26.0pp |
| Annual return | 12.26% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $36,636 | $2,761+1226.8% | $4,305+750.9% | $2,631+1292.5% |
| Participant deferral / active EE | $20,880 | $3,303+532.1% | $5,540+276.9% | $4,212+395.8% |
| Admin fee / account holder | $134,285 | $6,746+1890.7% | $14,329+837.1% | $7,344+1728.5% |