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 | $316,738 | $63,346+400.0% | $92,233+243.4% | $70,131+351.6% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | -19.75% | 530.12%-549.9pp | 176.28%-196.0pp | 73.14%-92.9pp |
| Employer contribution / active EE | $18,875 | $2,471+663.8% | $3,679+413.0% | $2,342+705.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,592 | $3,840+71.6% | $5,194+26.9% | $4,645+41.9% |