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 | $654,137 | $167,307+291.0% | $143,757+355.0% | $134,475+386.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.85% | 0.46%-24.3pp | -0.04%-23.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $29,792 | $5,619+430.2% | $4,951+501.7% | $4,740+528.6% |
| Participant deferral / active EE | $19,078 | $6,446+196.0% | $5,637+238.4% | $6,400+198.1% |
| Admin fee / account holder | $127,777 | $18,088+606.4% | $14,673+770.8% | $11,426+1018.3% |