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 | $468,897 | $73,867+534.8% | $143,757+226.2% | $68,494+584.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.05% | 1.01%-24.1pp | -0.04%-23.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $22,782 | $3,184+615.5% | $4,951+360.2% | $2,596+777.5% |
| Participant deferral / active EE | $18,204 | $3,384+437.9% | $5,637+222.9% | $4,027+352.0% |
| Admin fee / account holder | $53,567 | $5,755+830.9% | $14,673+265.1% | $5,403+891.5% |