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 | $270,088 | $165,335+63.4% | $149,696+80.4% | $158,922+70.0% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 1.24% | 348.15%-346.9pp | 276.60%-275.4pp | 302.83%-301.6pp |
| Employer contribution / active EE | $9,154 | $5,103+79.4% | $4,644+97.1% | $4,761+92.3% |
| Participant deferral / active EE | $5,763 | $7,181-19.8% | $6,842-15.8% | $5,982-3.7% |
| Admin fee / account holder | $4,118 | $10,807-61.9% | $9,309-55.8% | $11,246-63.4% |