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 | $269,368 | $114,381+135.5% | $107,525+150.5% | $142,382+89.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.10% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,000 | $4,015-25.3% | $3,754-20.1% | $4,299-30.2% |
| Participant deferral / active EE | $8,715 | $5,564+56.6% | $5,116+70.4% | $6,507+33.9% |
| Admin fee / account holder | $4,258 | $9,860-56.8% | $8,919-52.3% | $12,624-66.3% |