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 | $332,775 | $92,798+258.6% | $96,707+244.1% | $137,256+142.4% |
| Participation rate | 93.3% | 81.6%+11.7pp | 80.4%+13.0pp | 80.0%+13.4pp |
| Annual return | 7.63% | 31.24%-23.6pp | 34.78%-27.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $10,556 | $4,147+154.5% | $4,191+151.9% | $4,156+154.0% |
| Participant deferral / active EE | $13,771 | $5,877+134.3% | $5,997+129.6% | $6,407+114.9% |
| Admin fee / account holder | $54,637 | $7,946+587.6% | $7,503+628.2% | $12,270+345.3% |