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 | $571,416 | $73,867+673.6% | $143,757+297.5% | $68,494+734.3% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -20.67% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $26,628 | $3,184+736.3% | $4,951+437.8% | $2,596+925.6% |
| Participant deferral / active EE | $15,186 | $3,384+348.7% | $5,637+169.4% | $4,027+277.1% |
| Admin fee / account holder | $63,695 | $5,755+1006.9% | $14,673+334.1% | $5,403+1078.9% |