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 | $1,541,207 | $177,572+767.9% | $154,803+895.6% | $142,382+982.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.59% | 65.07%-61.5pp | 58.88%-55.3pp | 217.08%-213.5pp |
| Employer contribution / active EE | $14,423 | $4,810+199.8% | $4,305+235.0% | $4,299+235.5% |
| Participant deferral / active EE | $31,000 | $6,272+394.3% | $5,540+459.5% | $6,507+376.4% |
| Admin fee / account holder | $59,100 | $16,786+252.1% | $14,329+312.4% | $12,624+368.2% |