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 | $515,372 | $64,707+696.5% | $112,228+359.2% | $68,494+652.4% |
| Participation rate | 81.3% | 67.2%+14.1pp | 75.1%+6.2pp | 67.9%+13.4pp |
| Annual return | -19.94% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $27,696 | $2,746+908.6% | $3,635+662.0% | $2,596+966.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,205 | $5,232+171.5% | $6,410+121.6% | $5,403+162.9% |