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 | $315,836 | $179,726+75.7% | $156,263+102.1% | $142,382+121.8% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 14.86% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,130 | $5,069-77.7% | $4,333-73.9% | $4,299-73.7% |
| Participant deferral / active EE | $2,886 | $6,956-58.5% | $6,158-53.1% | $6,507-55.7% |
| Admin fee / account holder | $24,311 | $17,272+40.8% | $14,255+70.5% | $12,624+92.6% |