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 | $541,125 | $111,814+384.0% | $103,374+423.5% | $145,959+270.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.85% | 24.77%-22.9pp | 24.89%-23.0pp | 561.95%-560.1pp |
| Employer contribution / active EE | $24,739 | $4,214+487.1% | $3,869+539.4% | $4,661+430.8% |
| Participant deferral / active EE | $15,061 | $5,618+168.1% | $5,058+197.8% | $6,689+125.2% |
| Admin fee / account holder | $482 | $9,754-95.1% | $8,394-94.3% | $13,398-96.4% |