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 | $665,345 | $106,515+524.6% | $96,683+588.2% | $139,434+377.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | -0.64% | 38.43%-39.1pp | 35.69%-36.3pp | 372.94%-373.6pp |
| Employer contribution / active EE | $3,058 | $4,103-25.5% | $3,737-18.2% | $4,751-35.6% |
| Participant deferral / active EE | $10,936 | $5,454+100.5% | $4,878+124.2% | $6,710+63.0% |
| Admin fee / account holder | $1,837 | $7,877-76.7% | $6,730-72.7% | $11,403-83.9% |