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 | $422,191 | $114,381+269.1% | $107,525+292.6% | $142,382+196.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 11.04% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $949 | $4,015-76.4% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $13,038 | $5,564+134.3% | $5,116+154.9% | $6,507+100.4% |
| Admin fee / account holder | $21,638 | $9,860+119.5% | $8,919+142.6% | $12,624+71.4% |