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 | $520,833 | $107,791+383.2% | $90,645+474.6% | $135,375+284.7% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -14.31% | -0.90%-13.4pp | 1.88%-16.2pp | 519.73%-534.0pp |
| Employer contribution / active EE | $17,561 | $3,018+481.9% | $2,532+593.6% | $4,779+267.5% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,630 | $5,930+315.4% | $4,994+393.2% | $10,827+127.5% |