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 7-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 | $649,548 | $78,672+725.6% | $109,143+495.1% | $85,850+656.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.3pp |
| Annual return | -8.90% | 25.09%-34.0pp | 25.75%-34.6pp | 318.53%-327.4pp |
| Employer contribution / active EE | $30,740 | $2,735+1024.1% | $3,722+725.9% | $2,565+1098.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,890 | $5,469+208.8% | $6,752+150.1% | $6,260+169.8% |