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 | $450,390 | $217,402+107.2% | $185,823+142.4% | $167,490+168.9% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 15.54% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $6,877 | $5,873+17.1% | $5,167+33.1% | $4,837+42.2% |
| Participant deferral / active EE | $8,374 | $6,356+31.7% | $5,568+50.4% | $6,341+32.1% |
| Admin fee / account holder | $847 | $19,811-95.7% | $16,237-94.8% | $12,309-93.1% |