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 | $573,226 | $73,867+676.0% | $143,757+298.7% | $68,494+736.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -27.22% | 1.01%-28.2pp | -0.04%-27.2pp | -7.84%-19.4pp |
| Employer contribution / active EE | $29,094 | $3,184+813.7% | $4,951+487.6% | $2,596+1020.6% |
| Participant deferral / active EE | $19,193 | $3,384+467.1% | $5,637+240.5% | $4,027+376.6% |
| Admin fee / account holder | $2,810 | $5,755-51.2% | $14,673-80.9% | $5,403-48.0% |