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 | $1,468,425 | $73,867+1887.9% | $143,757+921.5% | $68,494+2043.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.75% | 1.01%-20.8pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $33,602 | $3,184+955.3% | $4,951+578.7% | $2,596+1194.2% |
| Participant deferral / active EE | $18,457 | $3,384+445.3% | $5,637+227.4% | $4,027+358.3% |
| Admin fee / account holder | $26,761 | $5,755+365.0% | $14,673+82.4% | $5,403+395.3% |