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 | $585,545 | $73,867+692.7% | $143,757+307.3% | $68,494+754.9% |
| Participation rate | 91.4% | 66.7%+24.7pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -21.85% | 1.01%-22.9pp | -0.04%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $32,436 | $3,184+918.7% | $4,951+555.1% | $2,596+1149.3% |
| Participant deferral / active EE | $18,154 | $3,384+436.4% | $5,637+222.0% | $4,027+350.8% |
| Admin fee / account holder | $28,478 | $5,755+394.9% | $14,673+94.1% | $5,403+427.1% |