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 | $445,221 | $148,534+199.7% | $135,903+227.6% | $139,434+219.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.90% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $5,605 | $5,243+6.9% | $4,856+15.4% | $4,751+18.0% |
| Participant deferral / active EE | $10,506 | $8,100+29.7% | $7,758+35.4% | $6,710+56.6% |
| Admin fee / account holder | $3,919 | $12,400-68.4% | $10,762-63.6% | $11,403-65.6% |