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 | $272,828 | $111,814+144.0% | $103,374+163.9% | $145,959+86.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 6.42% | 24.77%-18.3pp | 24.89%-18.5pp | 561.95%-555.5pp |
| Employer contribution / active EE | $3,535 | $4,214-16.1% | $3,869-8.6% | $4,661-24.1% |
| Participant deferral / active EE | $6,052 | $5,618+7.7% | $5,058+19.7% | $6,689-9.5% |
| Admin fee / account holder | $746 | $9,754-92.4% | $8,394-91.1% | $13,398-94.4% |