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 | $296,005 | $142,405+107.9% | $115,157+157.0% | $152,861+93.6% |
| Participation rate | 84.2% | 82.4%+1.9pp | 75.9%+8.3pp | 82.4%+1.8pp |
| Annual return | 5.18% | 41.48%-36.3pp | 35.60%-30.4pp | 345.32%-340.1pp |
| Employer contribution / active EE | $2,682 | $4,010-33.1% | $3,179-15.6% | $4,762-43.7% |
| Participant deferral / active EE | $8,954 | $5,164+73.4% | $4,168+114.8% | $5,850+53.1% |
| Admin fee / account holder | $1,672 | $8,462-80.2% | $7,088-76.4% | $11,596-85.6% |