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 | $537,346 | $106,584+404.2% | $101,326+430.3% | $142,382+277.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 6.30% | 36.93%-30.6pp | 36.82%-30.5pp | 217.08%-210.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,728 | $8,297+89.6% | $7,994+96.7% | $6,507+141.7% |
| Admin fee / account holder | $21,432 | $11,446+87.2% | $11,185+91.6% | $12,624+69.8% |