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 | $378,304 | $91,538+313.3% | $129,995+191.0% | $75,163+403.3% |
| Participation rate | 95.7% | 71.4%+24.3pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 6.70% | -631.11%+637.8pp | -137.18%+143.9pp | 160.62%-153.9pp |
| Employer contribution / active EE | $18,892 | $2,845+564.0% | $4,320+337.3% | $2,670+607.6% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,329 | $6,790+52.1% | $10,614-2.7% | $5,651+82.8% |