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 6-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 | $1,343,617 | $179,726+647.6% | $156,263+759.8% | $142,382+843.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.12% | 77.86%-70.7pp | 59.47%-52.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $24,422 | $5,069+381.8% | $4,333+463.6% | $4,299+468.1% |
| Participant deferral / active EE | $20,365 | $6,956+192.8% | $6,158+230.7% | $6,507+213.0% |
| Admin fee / account holder | $8,371 | $17,272-51.5% | $14,255-41.3% | $12,624-33.7% |