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 | $495,669 | $167,307+196.3% | $143,757+244.8% | $134,475+268.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -26.46% | 0.46%-26.9pp | -0.04%-26.4pp | 417.96%-444.4pp |
| Employer contribution / active EE | $19,689 | $5,619+250.4% | $4,951+297.7% | $4,740+315.4% |
| Participant deferral / active EE | $7,225 | $6,446+12.1% | $5,637+28.2% | $6,400+12.9% |
| Admin fee / account holder | $48,201 | $18,088+166.5% | $14,673+228.5% | $11,426+321.9% |