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 | $238,490+93.5% | $180,183+156.1% | $142,382+224.0% |
| Participation rate | 73.3% | 82.3%-8.9pp | 77.4%-4.1pp | 80.1%-6.8pp |
| Annual return | 15.49% | 33.56%-18.1pp | 27.86%-12.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,480 | $6,143-10.8% | $5,039+8.8% | $4,299+27.5% |
| Participant deferral / active EE | $15,446 | $7,996+93.2% | $6,822+126.4% | $6,507+137.4% |
| Admin fee / account holder | $4,855 | $28,866-83.2% | $19,975-75.7% | $12,624-61.5% |