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 | $454,019 | $133,922+239.0% | $116,228+290.6% | $142,382+218.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 7.01% | 147.76%-140.7pp | 90.06%-83.0pp | 217.08%-210.1pp |
| Employer contribution / active EE | $767 | $3,446-77.7% | $2,994-74.4% | $4,299-82.2% |
| Participant deferral / active EE | $1,958 | $5,672-65.5% | $4,953-60.5% | $6,507-69.9% |
| Admin fee / account holder | $2,588 | $14,945-82.7% | $11,989-78.4% | $12,624-79.5% |