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 | $673,951 | $106,584+532.3% | $101,326+565.1% | $142,382+373.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 10.37% | 36.93%-26.6pp | 36.82%-26.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,063 | $3,956-22.6% | $3,665-16.4% | $4,299-28.8% |
| Participant deferral / active EE | $15,322 | $8,297+84.7% | $7,994+91.7% | $6,507+135.5% |
| Admin fee / account holder | $144,280 | $11,446+1160.5% | $11,185+1189.9% | $12,624+1042.9% |