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 | $540,198 | $73,867+631.3% | $143,757+275.8% | $68,494+688.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.59% | 1.01%-21.6pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $18,784 | $3,184+489.9% | $4,951+279.4% | $2,596+623.5% |
| Participant deferral / active EE | $13,680 | $3,384+304.2% | $5,637+142.7% | $4,027+239.7% |
| Admin fee / account holder | $31,228 | $5,755+442.7% | $14,673+112.8% | $5,403+478.0% |