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 | $646,266 | $105,860+510.5% | $90,749+612.1% | $134,475+380.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -34.64% | -11.01%-23.6pp | -12.16%-22.5pp | 417.96%-452.6pp |
| Employer contribution / active EE | $3,531 | $3,462+2.0% | $2,921+20.9% | $4,740-25.5% |
| Participant deferral / active EE | $3,912 | $5,216-25.0% | $4,564-14.3% | $6,400-38.9% |
| Admin fee / account holder | $191,294 | $13,938+1272.5% | $8,445+2165.3% | $11,426+1574.2% |