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 | $262,060 | $105,126+149.3% | $94,646+176.9% | $139,434+87.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.03% | 38.03%-27.0pp | 156.71%-145.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,248 | $4,106-45.3% | $3,672-38.8% | $4,751-52.7% |
| Participant deferral / active EE | $11,662 | $7,599+53.5% | $7,418+57.2% | $6,710+73.8% |
| Admin fee / account holder | $360 | $8,984-96.0% | $7,231-95.0% | $11,403-96.8% |