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 | $372,552 | $69,010+439.9% | $159,960+132.9% | $68,494+443.9% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -19.67% | -9.65%-10.0pp | 408.60%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,515 | $2,213+239.5% | $4,226+77.8% | $2,596+189.5% |
| Participant deferral / active EE | $11,719 | $4,212+178.2% | $6,182+89.6% | $4,027+191.0% |
| Admin fee / account holder | $39,852 | $4,798+730.6% | $8,698+358.2% | $5,403+637.6% |