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 | $356,140 | $165,335+115.4% | $149,696+137.9% | $158,922+124.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -0.26% | 348.15%-348.4pp | 276.60%-276.9pp | 302.83%-303.1pp |
| Employer contribution / active EE | $3,104 | $5,103-39.2% | $4,644-33.2% | $4,761-34.8% |
| Participant deferral / active EE | $3,104 | $7,181-56.8% | $6,842-54.6% | $5,982-48.1% |
| Admin fee / account holder | $10,565 | $10,807-2.2% | $9,309+13.5% | $11,246-6.1% |