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 | $318,373 | $81,900+288.7% | $119,609+166.2% | $68,494+364.8% |
| Participation rate | 89.1% | 71.9%+17.2pp | 79.3%+9.9pp | 67.9%+21.2pp |
| Annual return | -22.44% | -23.82%+1.4pp | -14.97%-7.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $35,358 | $4,148+752.5% | $5,602+531.2% | $4,027+778.0% |
| Admin fee / account holder | $22,760 | $6,582+245.8% | $10,323+120.5% | $5,403+321.3% |