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 | $1,044,752 | $96,635+981.1% | $86,612+1106.2% | $139,434+649.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.90% | 106.41%-99.5pp | 591.07%-584.2pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,124 | $3,263-34.9% | $3,022-29.7% | $4,751-55.3% |
| Participant deferral / active EE | $22,362 | $4,836+362.4% | $4,438+403.9% | $6,710+233.2% |
| Admin fee / account holder | $35,942 | $6,408+460.9% | $5,614+540.2% | $11,403+215.2% |