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 8-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 | $380,201 | $73,867+414.7% | $143,757+164.5% | $68,494+455.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.60% | 1.01%-21.6pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $25,661 | $3,184+705.9% | $4,951+418.3% | $2,596+888.4% |
| Participant deferral / active EE | $17,636 | $3,384+421.1% | $5,637+212.9% | $4,027+337.9% |
| Admin fee / account holder | $13,322 | $5,755+131.5% | $14,673-9.2% | $5,403+146.6% |