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 9-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 | $964,272 | $167,307+476.3% | $143,757+570.8% | $134,475+617.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -20.69% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $22,994 | $5,619+309.2% | $4,951+364.4% | $4,740+385.1% |
| Participant deferral / active EE | $17,293 | $6,446+168.3% | $5,637+206.8% | $6,400+170.2% |
| Admin fee / account holder | $93,003 | $18,088+414.2% | $14,673+533.8% | $11,426+714.0% |