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 | $257,523 | $74,888+243.9% | $71,209+261.6% | $142,382+80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.60% | 345.14%-340.5pp | 282.51%-277.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $6,240 | $2,854+118.6% | $2,721+129.3% | $4,299+45.1% |
| Participant deferral / active EE | $15,459 | $4,454+247.0% | $4,175+270.3% | $6,507+137.6% |
| Admin fee / account holder | $150,929 | $5,568+2610.5% | $5,349+2721.7% | $12,624+1095.6% |