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 | $609,967 | $165,984+267.5% | $164,813+270.1% | $145,922+318.0% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 7.54% | 100.03%-92.5pp | 69.93%-62.4pp | 561.29%-553.7pp |
| Employer contribution / active EE | $5,099 | $5,273-3.3% | $4,341+17.5% | $4,660+9.4% |
| Participant deferral / active EE | $4,279 | $6,959-38.5% | $6,031-29.1% | $6,688-36.0% |
| Admin fee / account holder | $69,654 | $16,648+318.4% | $12,690+448.9% | $13,397+419.9% |