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 | $340,743 | $217,402+56.7% | $185,823+83.4% | $167,490+103.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 5.59% | 148.36%-142.8pp | 122.05%-116.5pp | 478.56%-473.0pp |
| Employer contribution / active EE | $2,033 | $5,873-65.4% | $5,167-60.7% | $4,837-58.0% |
| Participant deferral / active EE | $4,486 | $6,356-29.4% | $5,568-19.4% | $6,341-29.3% |
| Admin fee / account holder | $52,004 | $19,811+162.5% | $16,237+220.3% | $12,309+322.5% |