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 | $279,835 | $175,202+59.7% | $149,673+87.0% | $139,434+100.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.77% | 166.71%-151.9pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,328 | $5,474-57.5% | $4,818-51.7% | $4,751-51.0% |
| Participant deferral / active EE | $5,389 | $6,519-17.3% | $5,680-5.1% | $6,710-19.7% |
| Admin fee / account holder | $18,206 | $16,150+12.7% | $13,210+37.8% | $11,403+59.7% |