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 | $486,478 | $135,952+257.8% | $123,892+292.7% | $273,961+77.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 0.93% | 56.63%-55.7pp | 47.52%-46.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $13,924 | $5,170+169.3% | $4,617+201.6% | $4,869+186.0% |
| Participant deferral / active EE | $8,367 | $6,343+31.9% | $5,984+39.8% | $5,287+58.2% |
| Admin fee / account holder | $24,101 | $9,817+145.5% | $8,357+188.4% | $10,132+137.9% |