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 9-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 | $963,657 | $114,381+742.5% | $107,525+796.2% | $142,382+576.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 0.54% | 242.71%-242.2pp | 181.32%-180.8pp | 217.08%-216.5pp |
| Employer contribution / active EE | $2,147 | $4,015-46.5% | $3,754-42.8% | $4,299-50.1% |
| Participant deferral / active EE | $3,151 | $5,564-43.4% | $5,116-38.4% | $6,507-51.6% |
| Admin fee / account holder | $2,909 | $9,860-70.5% | $8,919-67.4% | $12,624-77.0% |