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 | $456,499 | $147,167+210.2% | $111,392+309.8% | $135,375+237.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.42% | -4.44%-4.0pp | -2.06%-6.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $32,094 | $5,204+516.7% | $4,328+641.6% | $4,779+571.6% |
| Participant deferral / active EE | $2,869 | $6,565-56.3% | $5,567-48.5% | $5,609-48.9% |
| Admin fee / account holder | $17,876 | $20,270-11.8% | $12,266+45.7% | $10,827+65.1% |