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 | $1,049,879 | $159,901+556.6% | $146,958+614.4% | $145,922+619.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 2.99% | 98.13%-95.1pp | 418.34%-415.3pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,265 | $5,286-76.1% | $4,933-74.3% | $4,660-72.8% |
| Participant deferral / active EE | $6,506 | $8,428-22.8% | $8,070-19.4% | $6,688-2.7% |
| Admin fee / account holder | $5,767 | $15,044-61.7% | $12,998-55.6% | $13,397-57.0% |