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 | $261,331 | $138,347+88.9% | $184,203+41.9% | $80,856+223.2% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-2.9pp | 67.6%+16.2pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,491 | $4,850-7.4% | $6,427-30.1% | $2,755+63.0% |
| Participant deferral / active EE | $12,018 | $7,071+70.0% | $9,131+31.6% | $4,296+179.8% |
| Admin fee / account holder | $6,323 | $10,483-39.7% | $13,901-54.5% | $6,918-8.6% |