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 | $250,875 | $127,065+97.4% | $113,168+121.7% | $142,382+76.2% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 8.32% | 24.03%-15.7pp | 24.27%-15.9pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,000 | $3,442-12.8% | $2,975+0.8% | $4,299-30.2% |
| Participant deferral / active EE | $3,552 | $5,716-37.9% | $5,107-30.5% | $6,507-45.4% |
| Admin fee / account holder | $124,182 | $15,736+689.2% | $12,068+929.0% | $12,624+883.7% |