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 | $449,677 | $100,773+346.2% | $88,946+405.6% | $142,382+215.8% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 14.29% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,305 | $2,918+13.3% | $2,555+29.3% | $4,299-23.1% |
| Participant deferral / active EE | $7,466 | $5,230+42.8% | $4,581+63.0% | $6,507+14.7% |
| Admin fee / account holder | $6,029 | $9,693-37.8% | $8,261-27.0% | $12,624-52.2% |