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 | $307,316 | $114,381+168.7% | $107,525+185.8% | $142,382+115.8% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 17.37% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $14,870 | $4,015+270.4% | $3,754+296.2% | $4,299+245.9% |
| Participant deferral / active EE | $5,670 | $5,564+1.9% | $5,116+10.8% | $6,507-12.9% |
| Admin fee / account holder | $1,373 | $9,860-86.1% | $8,919-84.6% | $12,624-89.1% |