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 | $558,696 | $65,061+758.7% | $143,757+288.6% | $66,914+734.9% |
| Participation rate | 96.0% | 65.2%+30.9pp | 80.3%+15.7pp | 69.8%+26.2pp |
| Annual return | -21.72% | -11.14%-10.6pp | -0.04%-21.7pp | 1.58%-23.3pp |
| Employer contribution / active EE | $22,352 | $2,361+846.9% | $4,951+351.5% | $2,544+778.5% |
| Participant deferral / active EE | $15,001 | $2,919+413.9% | $5,637+166.1% | $4,237+254.1% |
| Admin fee / account holder | $3,386 | $502+574.6% | $14,673-76.9% | $593+470.7% |