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 | $676,921 | $173,340+290.5% | $136,007+397.7% | $145,959+363.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -2.13% | 1163.32%-1165.4pp | 579.32%-581.4pp | 561.95%-564.1pp |
| Employer contribution / active EE | $1,419 | $5,275-73.1% | $4,215-66.3% | $4,661-69.5% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30,157 | $9,954+203.0% | $6,858+339.7% | $13,398+125.1% |