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 | $365,340 | $152,587+139.4% | $125,175+191.9% | $152,861+139.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 28.88% | 54.84%-26.0pp | 43.79%-14.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,222 | $4,946-34.9% | $3,865-16.6% | $4,762-32.3% |
| Participant deferral / active EE | $12,574 | $5,868+114.3% | $4,937+154.7% | $5,850+114.9% |
| Admin fee / account holder | $13,796 | $13,434+2.7% | $9,702+42.2% | $11,596+19.0% |