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 | $622,148 | $77,899+698.7% | $149,673+315.7% | $75,163+727.7% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | -0.07% | 31.72%-31.8pp | 134.42%-134.5pp | 160.62%-160.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,393 | $3,411+351.3% | $5,680+171.0% | $4,125+273.2% |
| Admin fee / account holder | $9,535 | $5,956+60.1% | $13,210-27.8% | $5,651+68.7% |