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 | $583,455 | $142,344+309.9% | $119,609+387.8% | $134,475+333.9% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -20.31% | -12.44%-7.9pp | -14.97%-5.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $9,145 | $5,222+75.1% | $4,232+116.1% | $4,740+93.0% |
| Participant deferral / active EE | $10,075 | $6,469+55.7% | $5,602+79.8% | $6,400+57.4% |
| Admin fee / account holder | $16,174 | $13,584+19.1% | $10,323+56.7% | $11,426+41.6% |