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 | $455,941 | $209,411+117.7% | $178,490+155.4% | $158,922+186.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.81% | 188.75%-169.9pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,672 | $5,706-35.6% | $5,011-26.7% | $4,761-22.9% |
| Participant deferral / active EE | $9,035 | $5,954+51.7% | $5,202+73.7% | $5,982+51.0% |
| Admin fee / account holder | $6,296 | $17,074-63.1% | $13,984-55.0% | $11,246-44.0% |