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 3-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 | $557,923 | $159,934+248.8% | $147,005+279.5% | $145,959+282.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 98.24%-90.0pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $7,019 | $5,287+32.8% | $4,934+42.3% | $4,661+50.6% |
| Participant deferral / active EE | $9,856 | $8,427+17.0% | $8,070+22.1% | $6,689+47.4% |
| Admin fee / account holder | $1,781 | $15,053-88.2% | $13,006-86.3% | $13,398-86.7% |