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 | $561,094 | $105,126+433.7% | $94,646+492.8% | $139,434+302.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 11.00% | 38.03%-27.0pp | 156.71%-145.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $660 | $4,106-83.9% | $3,672-82.0% | $4,751-86.1% |
| Participant deferral / active EE | $2,845 | $7,599-62.6% | $7,418-61.6% | $6,710-57.6% |
| Admin fee / account holder | $24,327 | $8,984+170.8% | $7,231+236.4% | $11,403+113.3% |