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 | $565,482 | $175,202+222.8% | $149,673+277.8% | $139,434+305.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -0.22% | 166.71%-166.9pp | 134.42%-134.6pp | 372.94%-373.2pp |
| Employer contribution / active EE | $2,078 | $5,474-62.0% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $3,333 | $6,519-48.9% | $5,680-41.3% | $6,710-50.3% |
| Admin fee / account holder | $32,595 | $16,150+101.8% | $13,210+146.8% | $11,403+185.9% |