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 | $404,852 | $148,534+172.6% | $135,903+197.9% | $139,434+190.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 2.14% | 79.19%-77.0pp | 68.23%-66.1pp | 372.94%-370.8pp |
| Employer contribution / active EE | $3,281 | $5,243-37.4% | $4,856-32.4% | $4,751-30.9% |
| Participant deferral / active EE | $3,281 | $8,100-59.5% | $7,758-57.7% | $6,710-51.1% |
| Admin fee / account holder | $10,269 | $12,400-17.2% | $10,762-4.6% | $11,403-9.9% |