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 | $516,533 | $124,319+315.5% | $111,297+364.1% | $167,490+208.4% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | -4.83% | 37.44%-42.3pp | 54.65%-59.5pp | 478.56%-483.4pp |
| Employer contribution / active EE | $32,710 | $3,435+852.1% | $2,731+1097.7% | $4,837+576.2% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $45,248 | $10,618+326.1% | $7,964+468.2% | $12,309+267.6% |