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 | $474,697 | $101,618+367.1% | $93,063+410.1% | $137,256+245.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -20.33% | 223.95%-244.3pp | 34.15%-54.5pp | 220.34%-240.7pp |
| Employer contribution / active EE | $58,000 | $2,707+2042.5% | $2,476+2242.4% | $4,156+1295.6% |
| Participant deferral / active EE | $19,250 | $4,279+349.9% | $3,958+386.3% | $6,407+200.5% |
| Admin fee / account holder | $76,700 | $6,198+1137.4% | $6,033+1171.3% | $12,270+525.1% |