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 | $610,174 | $127,777+377.5% | $106,548+472.7% | $167,490+264.3% |
| Participation rate | 76.2% | 78.3%-2.1pp | 76.1%+0.1pp | 82.1%-5.9pp |
| Annual return | 8.29% | 33.87%-25.6pp | 26.80%-18.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,180 | $3,427-65.6% | $2,819-58.1% | $4,837-75.6% |
| Participant deferral / active EE | $2,108 | $5,087-58.6% | $4,398-52.1% | $6,341-66.8% |
| Admin fee / account holder | $27,675 | $11,228+146.5% | $7,407+273.6% | $12,309+124.8% |