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 | $255,512 | $82,664+209.1% | $125,339+103.9% | $68,494+273.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -22.94% | -5.97%-17.0pp | 572.05%-595.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $4,555 | $3,381+34.7% | $4,814-5.4% | $2,596+75.4% |
| Participant deferral / active EE | $11,571 | $6,110+89.4% | $7,446+55.4% | $4,027+187.3% |
| Admin fee / account holder | $74,481 | $6,275+1086.9% | $10,010+644.1% | $5,403+1278.6% |