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 | $358,842 | $115,770+210.0% | $101,248+254.4% | $158,922+125.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 6.22% | 56.14%-49.9pp | 46.47%-40.3pp | 302.83%-296.6pp |
| Employer contribution / active EE | $3,324 | $4,175-20.4% | $3,660-9.2% | $4,761-30.2% |
| Participant deferral / active EE | $7,079 | $4,957+42.8% | $4,370+62.0% | $5,982+18.3% |
| Admin fee / account holder | $312 | $7,245-95.7% | $5,945-94.7% | $11,246-97.2% |