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 4-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 | $433,399 | $171,865+152.2% | $149,718+189.5% | $147,584+193.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.99% | 2113.22%-2105.2pp | 1501.63%-1493.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $17,603 | $6,275+180.5% | $5,445+223.3% | $4,876+261.0% |
| Participant deferral / active EE | $16,964 | $7,271+133.3% | $6,569+158.2% | $5,439+211.9% |
| Admin fee / account holder | $30,771 | $13,799+123.0% | $11,283+172.7% | $10,885+182.7% |