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 | $524,012 | $121,625+330.8% | $104,607+400.9% | $158,922+229.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.62% | 465.26%-463.6pp | 340.46%-338.8pp | 302.83%-301.2pp |
| Employer contribution / active EE | $18,561 | $3,163+486.8% | $2,681+592.4% | $4,761+289.8% |
| Participant deferral / active EE | $2,719 | $4,177-34.9% | $3,740-27.3% | $5,982-54.5% |
| Admin fee / account holder | $5,518 | $7,787-29.1% | $6,473-14.8% | $11,246-50.9% |