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 | $808,665 | $159,901+405.7% | $146,958+450.3% | $145,922+454.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.49% | 98.13%-88.6pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,422 | $5,286-54.2% | $4,933-50.9% | $4,660-48.0% |
| Participant deferral / active EE | $11,028 | $8,428+30.8% | $8,070+36.6% | $6,688+64.9% |
| Admin fee / account holder | $137,265 | $15,044+812.4% | $12,998+956.0% | $13,397+924.6% |