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 | $354,210 | $202,318+75.1% | $172,739+105.1% | $152,861+131.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 1.10% | 1029.65%-1028.6pp | 802.84%-801.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $6,590 | $5,856+12.5% | $5,143+28.1% | $4,762+38.4% |
| Participant deferral / active EE | $7,746 | $5,948+30.2% | $5,198+49.0% | $5,850+32.4% |
| Admin fee / account holder | $2,894 | $17,109-83.1% | $13,954-79.3% | $11,596-75.0% |