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 | $516,319 | $181,894+183.9% | $156,549+229.8% | $273,961+88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.93% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $12,333 | $6,248+97.4% | $5,501+124.2% | $4,869+153.3% |
| Participant deferral / active EE | $7,400 | $5,550+33.3% | $4,871+51.9% | $5,287+40.0% |
| Admin fee / account holder | $4,654 | $15,559-70.1% | $13,027-64.3% | $10,132-54.1% |