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 6-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 | $416,724 | $152,509+173.2% | $117,472+254.7% | $134,475+209.9% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -21.45% | 52.99%-74.4pp | 29.74%-51.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,450 | $5,571-38.1% | $4,176-17.4% | $4,740-27.2% |
| Participant deferral / active EE | $8,729 | $4,818+81.2% | $4,070+114.5% | $6,400+36.4% |
| Admin fee / account holder | $245,321 | $7,004+3402.7% | $5,645+4246.1% | $11,426+2047.1% |