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 | $302,807 | $127,065+138.3% | $113,168+167.6% | $142,382+112.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 3.62% | 24.03%-20.4pp | 24.27%-20.7pp | 217.08%-213.5pp |
| Employer contribution / active EE | $3,714 | $3,442+7.9% | $2,975+24.8% | $4,299-13.6% |
| Participant deferral / active EE | $6,167 | $5,716+7.9% | $5,107+20.8% | $6,507-5.2% |
| Admin fee / account holder | $32,600 | $15,736+107.2% | $12,068+170.1% | $12,624+158.2% |