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 9-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 | $462,372 | $142,344+224.8% | $119,609+286.6% | $134,475+243.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -52.35% | -12.44%-39.9pp | -14.97%-37.4pp | 417.96%-470.3pp |
| Employer contribution / active EE | $3,760 | $5,222-28.0% | $4,232-11.2% | $4,740-20.7% |
| Participant deferral / active EE | $13,610 | $6,469+110.4% | $5,602+142.9% | $6,400+112.7% |
| Admin fee / account holder | $2,093 | $13,584-84.6% | $10,323-79.7% | $11,426-81.7% |