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 | $497,336 | $167,307+197.3% | $143,757+246.0% | $134,475+269.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.19% | 0.46%-27.7pp | -0.04%-27.2pp | 417.96%-445.2pp |
| Employer contribution / active EE | $13,587 | $5,619+141.8% | $4,951+174.4% | $4,740+186.7% |
| Participant deferral / active EE | $9,314 | $6,446+44.5% | $5,637+65.2% | $6,400+45.5% |
| Admin fee / account holder | $1,447 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |