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 | $843,429 | $175,202+381.4% | $149,673+463.5% | $139,434+504.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.81% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,589 | $5,474-52.7% | $4,818-46.3% | $4,751-45.5% |
| Participant deferral / active EE | $11,463 | $6,519+75.8% | $5,680+101.8% | $6,710+70.8% |
| Admin fee / account holder | $2,420 | $16,150-85.0% | $13,210-81.7% | $11,403-78.8% |