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 | $490,357 | $114,237+329.2% | $119,258+311.2% | $167,490+192.8% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.7%+7.3pp | 82.1%+7.9pp |
| Annual return | 8.72% | 29.87%-21.2pp | 30.69%-22.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $4,797 | $4,481+7.0% | $4,384+9.4% | $4,837-0.8% |
| Participant deferral / active EE | $14,161 | $6,084+132.8% | $6,111+131.7% | $6,341+123.3% |
| Admin fee / account holder | $36,088 | $8,932+304.0% | $7,226+399.4% | $12,309+193.2% |