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 6-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 | $719,956 | $167,307+330.3% | $143,757+400.8% | $134,475+435.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.26% | 0.46%-27.7pp | -0.04%-27.2pp | 417.96%-445.2pp |
| Employer contribution / active EE | $40,860 | $5,619+627.2% | $4,951+725.3% | $4,740+762.1% |
| Participant deferral / active EE | $13,604 | $6,446+111.1% | $5,637+141.3% | $6,400+112.6% |
| Admin fee / account holder | $517 | $18,088-97.1% | $14,673-96.5% | $11,426-95.5% |