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 | $486,582 | $142,344+241.8% | $119,609+306.8% | $134,475+261.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -33.02% | -12.44%-20.6pp | -14.97%-18.0pp | 417.96%-451.0pp |
| Employer contribution / active EE | $26,959 | $5,222+416.2% | $4,232+537.0% | $4,740+468.8% |
| Participant deferral / active EE | $22,825 | $6,469+252.8% | $5,602+307.4% | $6,400+256.7% |
| Admin fee / account holder | $2,429 | $13,584-82.1% | $10,323-76.5% | $11,426-78.7% |