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 | $655,622 | $73,867+787.6% | $143,757+356.1% | $68,494+857.2% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -20.50% | 1.01%-21.5pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $31,176 | $3,184+879.1% | $4,951+529.7% | $2,596+1100.8% |
| Participant deferral / active EE | $18,110 | $3,384+435.1% | $5,637+221.3% | $4,027+349.7% |
| Admin fee / account holder | $94,089 | $5,755+1535.0% | $14,673+541.2% | $5,403+1641.5% |