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 | $311,158 | $146,267+112.7% | $197,124+57.8% | $82,448+277.4% |
| Participation rate | 84.0% | 84.0%0pp | 86.7%-2.7pp | 68.1%+15.9pp |
| Annual return | 21.05% | 29.61%-8.6pp | 44.34%-23.3pp | 41.64%-20.6pp |
| Employer contribution / active EE | $11,513 | $4,723+143.7% | $6,227+84.9% | $2,551+351.3% |
| Participant deferral / active EE | $17,840 | $7,035+153.6% | $9,135+95.3% | $4,139+331.0% |
| Admin fee / account holder | $5,869 | $14,422-59.3% | $16,298-64.0% | $7,234-18.9% |