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 7-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 | $461,370 | $239,571+92.6% | $183,328+151.7% | $137,256+236.1% |
| Participation rate | 73.3% | 82.4%-9.1pp | 77.3%-4.0pp | 80.0%-6.6pp |
| Annual return | 15.49% | 35.69%-20.2pp | 29.67%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,480 | $6,148-10.9% | $5,055+8.4% | $4,156+31.9% |
| Participant deferral / active EE | $15,446 | $7,995+93.2% | $6,795+127.3% | $6,407+141.1% |
| Admin fee / account holder | $4,855 | $30,059-83.8% | $21,427-77.3% | $12,270-60.4% |