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 | $842,797 | $148,534+467.4% | $135,903+520.1% | $139,434+504.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.29% | 79.19%-74.9pp | 68.23%-63.9pp | 372.94%-368.7pp |
| Employer contribution / active EE | $13,908 | $5,243+165.3% | $4,856+186.4% | $4,751+192.8% |
| Participant deferral / active EE | $31,376 | $8,100+287.3% | $7,758+304.4% | $6,710+367.6% |
| Admin fee / account holder | $255,375 | $12,400+1959.5% | $10,762+2272.9% | $11,403+2139.6% |