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 6-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 | $256,775 | $201,272+27.6% | $184,203+39.4% | $145,922+76.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.98% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $7,702 | $7,022+9.7% | $6,427+19.8% | $4,660+65.3% |
| Participant deferral / active EE | $17,760 | $9,806+81.1% | $9,131+94.5% | $6,688+165.6% |
| Admin fee / account holder | $57,162 | $16,364+249.3% | $13,901+311.2% | $13,397+326.7% |