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 | $428,945 | $82,664+418.9% | $125,339+242.2% | $68,494+526.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -23.01% | -5.97%-17.0pp | 572.05%-595.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $26,558 | $3,381+685.5% | $4,814+451.7% | $2,596+922.9% |
| Participant deferral / active EE | $17,741 | $6,110+190.3% | $7,446+138.2% | $4,027+340.5% |
| Admin fee / account holder | $3,806 | $6,275-39.3% | $10,010-62.0% | $5,403-29.5% |