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 | $260,469 | $159,602+63.2% | $150,045+73.6% | $142,382+82.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 11.59% | 70.24%-58.6pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $23,153 | $4,961+366.7% | $4,693+393.3% | $4,299+438.5% |
| Participant deferral / active EE | $13,846 | $8,310+66.6% | $7,997+73.1% | $6,507+112.8% |
| Admin fee / account holder | $247,086 | $14,846+1564.3% | $13,435+1739.2% | $12,624+1857.3% |