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 8-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 | $1,062,997 | $209,411+407.6% | $178,490+495.6% | $158,922+568.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.67% | 188.75%-188.1pp | 151.07%-150.4pp | 302.83%-302.2pp |
| Employer contribution / active EE | $41,103 | $5,706+620.3% | $5,011+720.3% | $4,761+763.3% |
| Participant deferral / active EE | $26,959 | $5,954+352.8% | $5,202+418.3% | $5,982+350.7% |
| Admin fee / account holder | $70,339 | $17,074+312.0% | $13,984+403.0% | $11,246+525.5% |