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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,769 | $197,591+130.7% | $177,821+156.3% | $158,922+186.8% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 40.06% | 58.76%-18.7pp | 48.32%-8.3pp | 302.83%-262.8pp |
| Employer contribution / active EE | $7,972 | $6,697+19.0% | $5,918+34.7% | $4,761+67.4% |
| Participant deferral / active EE | $14,929 | $8,405+77.6% | $7,714+93.5% | $5,982+149.6% |
| Admin fee / account holder | $3,602 | $15,399-76.6% | $12,427-71.0% | $11,246-68.0% |