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 10-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 | $2,133,160 | $209,411+918.6% | $178,490+1095.1% | $158,922+1242.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.08% | 188.75%-187.7pp | 151.07%-150.0pp | 302.83%-301.7pp |
| Employer contribution / active EE | $13,689 | $5,706+139.9% | $5,011+173.2% | $4,761+187.5% |
| Participant deferral / active EE | $21,556 | $5,954+262.0% | $5,202+314.4% | $5,982+260.3% |
| Admin fee / account holder | $25,605 | $17,074+50.0% | $13,984+83.1% | $11,246+127.7% |