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 | $261,125 | $176,056+48.3% | $159,436+63.8% | $167,490+55.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.97% | 331.75%-328.8pp | 263.57%-260.6pp | 478.56%-475.6pp |
| Employer contribution / active EE | $3,491 | $5,297-34.1% | $4,829-27.7% | $4,837-27.8% |
| Participant deferral / active EE | $11,180 | $7,750+44.3% | $7,352+52.1% | $6,341+76.3% |
| Admin fee / account holder | $851 | $12,554-93.2% | $10,799-92.1% | $12,309-93.1% |