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 | $269,046 | $177,572+51.5% | $154,803+73.8% | $142,382+89.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 3.12% | 65.07%-62.0pp | 58.88%-55.8pp | 217.08%-214.0pp |
| Employer contribution / active EE | $2,190 | $4,810-54.5% | $4,305-49.1% | $4,299-49.1% |
| Participant deferral / active EE | $6,053 | $6,272-3.5% | $5,540+9.3% | $6,507-7.0% |
| Admin fee / account holder | $1,753 | $16,786-89.6% | $14,329-87.8% | $12,624-86.1% |