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 7-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 | $270,725 | $100,754+168.7% | $86,677+212.3% | $134,475+101.3% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -23.51% | 29.04%-52.5pp | 35.91%-59.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $29,067 | $3,489+733.0% | $2,836+924.8% | $4,740+513.3% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,942 | $10,926-45.6% | $7,493-20.7% | $11,426-48.0% |