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 | $443,691 | $148,534+198.7% | $135,903+226.5% | $139,434+218.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 40.37% | 79.19%-38.8pp | 68.23%-27.9pp | 372.94%-332.6pp |
| Employer contribution / active EE | $4,112 | $5,243-21.6% | $4,856-15.3% | $4,751-13.5% |
| Participant deferral / active EE | $20,741 | $8,100+156.1% | $7,758+167.4% | $6,710+209.1% |
| Admin fee / account holder | $7,360 | $12,400-40.6% | $10,762-31.6% | $11,403-35.5% |