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 | $1,026,757 | $159,901+542.1% | $146,958+598.7% | $145,922+603.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.65% | 98.13%-92.5pp | 418.34%-412.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $23,939 | $5,286+352.9% | $4,933+385.3% | $4,660+413.8% |
| Participant deferral / active EE | $21,902 | $8,428+159.9% | $8,070+171.4% | $6,688+227.5% |
| Admin fee / account holder | $794 | $15,044-94.7% | $12,998-93.9% | $13,397-94.1% |