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 | $296,431 | $175,202+69.2% | $149,673+98.1% | $139,434+112.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.12% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,459 | $5,474-18.5% | $4,818-7.4% | $4,751-6.1% |
| Participant deferral / active EE | $3,565 | $6,519-45.3% | $5,680-37.2% | $6,710-46.9% |
| Admin fee / account holder | $2,515 | $16,150-84.4% | $13,210-81.0% | $11,403-77.9% |