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 | $1,935,357 | $96,557+1904.4% | $80,975+2290.1% | $273,961+606.4% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 0.03% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,432 | $6,598-63.1% | $5,696-57.3% | $5,287-54.0% |
| Admin fee / account holder | $6,110 | $7,492-18.4% | $5,516+10.8% | $10,132-39.7% |