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 | $398,500 | $82,664+382.1% | $125,339+217.9% | $68,494+481.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -22.11% | -5.97%-16.1pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,972 | $6,110+177.8% | $7,446+127.9% | $4,027+321.4% |
| Admin fee / account holder | $25,311 | $6,275+303.3% | $10,010+152.9% | $5,403+368.5% |