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 6-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 | $752,473 | $154,117+388.2% | $129,995+478.8% | $139,434+439.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.97% | 32.48%-28.5pp | -137.18%+141.1pp | 372.94%-369.0pp |
| Employer contribution / active EE | $2,352 | $5,289-55.5% | $4,320-45.6% | $4,751-50.5% |
| Participant deferral / active EE | $16,000 | $6,710+138.5% | $5,820+174.9% | $6,710+138.4% |
| Admin fee / account holder | $36,563 | $14,007+161.0% | $10,614+244.5% | $11,403+220.7% |