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 | $769,409 | $142,344+440.5% | $119,609+543.3% | $134,475+472.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.52% | -12.44%-13.1pp | -14.97%-10.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $8,798 | $5,222+68.5% | $4,232+107.9% | $4,740+85.6% |
| Participant deferral / active EE | $18,045 | $6,469+178.9% | $5,602+222.1% | $6,400+182.0% |
| Admin fee / account holder | $2,780 | $13,584-79.5% | $10,323-73.1% | $11,426-75.7% |