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 | $481,638 | $107,334+348.7% | $92,893+418.5% | $152,861+215.1% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 5.55% | 145.58%-140.0pp | 109.41%-103.9pp | 345.32%-339.8pp |
| Employer contribution / active EE | $22,782 | $4,221+439.7% | $3,653+523.7% | $4,762+378.4% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,762 | $7,079+9.6% | $5,794+34.0% | $11,596-33.1% |