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 | $743,425 | $167,307+344.3% | $143,757+417.1% | $134,475+452.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.33% | 0.46%-25.8pp | -0.04%-25.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $18,496 | $5,619+229.2% | $4,951+273.6% | $4,740+290.2% |
| Participant deferral / active EE | $14,260 | $6,446+121.2% | $5,637+153.0% | $6,400+122.8% |
| Admin fee / account holder | $5,386 | $18,088-70.2% | $14,673-63.3% | $11,426-52.9% |