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 | $417,116 | $167,307+149.3% | $143,757+190.2% | $134,475+210.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -33.12% | 0.46%-33.6pp | -0.04%-33.1pp | 417.96%-451.1pp |
| Employer contribution / active EE | $33,613 | $5,619+498.2% | $4,951+578.9% | $4,740+609.2% |
| Participant deferral / active EE | $19,191 | $6,446+197.7% | $5,637+240.5% | $6,400+199.9% |
| Admin fee / account holder | $46,819 | $18,088+158.8% | $14,673+219.1% | $11,426+309.8% |