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 | $405,634 | $88,751+357.0% | $81,812+395.8% | $145,922+178.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.68% | 1025.40%-1019.7pp | 773.79%-768.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $14,262 | $3,083+362.5% | $2,912+389.7% | $4,660+206.1% |
| Participant deferral / active EE | $18,511 | $4,643+298.7% | $4,319+328.6% | $6,688+176.8% |
| Admin fee / account holder | $281,341 | $8,415+3243.2% | $7,386+3709.1% | $13,397+2000.0% |