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 | $491,388 | $177,572+176.7% | $154,803+217.4% | $142,382+245.1% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 19.55% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $8,732 | $4,810+81.5% | $4,305+102.8% | $4,299+103.1% |
| Participant deferral / active EE | $7,572 | $6,272+20.7% | $5,540+36.7% | $6,507+16.4% |
| Admin fee / account holder | $1,991 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |