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 | $284,175 | $175,202+62.2% | $149,673+89.9% | $139,434+103.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.47% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,052 | $5,474-26.0% | $4,818-15.9% | $4,751-14.7% |
| Participant deferral / active EE | $17,612 | $6,519+170.2% | $5,680+210.1% | $6,710+162.5% |
| Admin fee / account holder | $19,540 | $16,150+21.0% | $13,210+47.9% | $11,403+71.4% |