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 | $716,394 | $175,202+308.9% | $149,673+378.6% | $139,434+413.8% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 0.23% | 166.71%-166.5pp | 134.42%-134.2pp | 372.94%-372.7pp |
| Employer contribution / active EE | $3,745 | $5,474-31.6% | $4,818-22.3% | $4,751-21.2% |
| Participant deferral / active EE | $6,831 | $6,519+4.8% | $5,680+20.3% | $6,710+1.8% |
| Admin fee / account holder | $8,132 | $16,150-49.6% | $13,210-38.4% | $11,403-28.7% |