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 | $481,528 | $78,672+512.1% | $109,143+341.2% | $85,850+460.9% |
| Participation rate | 92.7% | 68.3%+24.4pp | 75.9%+16.8pp | 69.3%+23.4pp |
| Annual return | -12.50% | 25.09%-37.6pp | 25.75%-38.2pp | 318.53%-331.0pp |
| Employer contribution / active EE | $15,173 | $2,735+454.8% | $3,722+307.7% | $2,565+491.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,680 | $5,469+95.3% | $6,752+58.2% | $6,260+70.6% |