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 | $261,086 | $49,922+423.0% | $80,569+224.1% | $75,163+247.4% |
| Participation rate | 70.4% | 55.3%+15.1pp | 67.0%+3.4pp | 67.2%+3.2pp |
| Annual return | 8.55% | 34.69%-26.1pp | 935.43%-926.9pp | 160.62%-152.1pp |
| Employer contribution / active EE | $2,355 | $1,698+38.7% | $2,723-13.5% | $2,670-11.8% |
| Participant deferral / active EE | $7,465 | $2,990+149.6% | $4,447+67.8% | $4,125+81.0% |
| Admin fee / account holder | $3,928 | $3,577+9.8% | $5,377-26.9% | $5,651-30.5% |