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 5-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 | $367,576 | $81,900+348.8% | $119,609+207.3% | $68,494+436.7% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -26.65% | -23.82%-2.8pp | -14.97%-11.7pp | -7.84%-18.8pp |
| Employer contribution / active EE | $20,910 | $2,693+676.3% | $4,232+394.1% | $2,596+705.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,349 | $6,582+42.0% | $10,323-9.4% | $5,403+73.0% |