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 | $76,407+1398.5% | $150,298+661.8% | $82,448+1288.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $36,636 | $2,614+1301.5% | $4,154+781.9% | $2,551+1336.2% |
| Participant deferral / active EE | $20,880 | $3,214+549.6% | $5,453+282.9% | $4,139+404.4% |
| Admin fee / account holder | $134,285 | $6,352+2014.1% | $14,116+851.3% | $7,234+1756.2% |