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 | $724,773 | $73,867+881.2% | $143,757+404.2% | $68,494+958.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.70% | 1.01%-22.7pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $54,519 | $3,184+1612.2% | $4,951+1001.2% | $2,596+1999.9% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $271,174 | $5,755+4612.3% | $14,673+1748.1% | $5,403+4919.2% |