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 | $290,805 | $111,754+160.2% | $103,333+181.4% | $145,922+99.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.91% | 24.77%-20.9pp | 24.88%-21.0pp | 561.29%-557.4pp |
| Employer contribution / active EE | $20,482 | $4,212+386.2% | $3,868+429.5% | $4,660+339.6% |
| Participant deferral / active EE | $12,199 | $5,619+117.1% | $5,057+141.2% | $6,688+82.4% |
| Admin fee / account holder | $996 | $9,750-89.8% | $8,355-88.1% | $13,397-92.6% |