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 | $301,592 | $106,515+183.1% | $96,683+211.9% | $139,434+116.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 8.70% | 38.43%-29.7pp | 35.69%-27.0pp | 372.94%-364.2pp |
| Employer contribution / active EE | $3,708 | $4,103-9.6% | $3,737-0.8% | $4,751-22.0% |
| Participant deferral / active EE | $9,160 | $5,454+67.9% | $4,878+87.8% | $6,710+36.5% |
| Admin fee / account holder | $4,703 | $7,877-40.3% | $6,730-30.1% | $11,403-58.8% |