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 | $271,789 | $176,056+54.4% | $159,436+70.5% | $167,490+62.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 7.68% | 331.75%-324.1pp | 263.57%-255.9pp | 478.56%-470.9pp |
| Employer contribution / active EE | $4,382 | $5,297-17.3% | $4,829-9.3% | $4,837-9.4% |
| Participant deferral / active EE | $7,295 | $7,750-5.9% | $7,352-0.8% | $6,341+15.0% |
| Admin fee / account holder | $63,739 | $12,554+407.7% | $10,799+490.3% | $12,309+417.8% |