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 | $320,862 | $72,277+343.9% | $101,248+216.9% | $79,858+301.8% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 22.27% | 22.30%0pp | 46.47%-24.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $4,081 | $2,692+51.6% | $3,660+11.5% | $2,471+65.2% |
| Participant deferral / active EE | $8,108 | $3,282+147.1% | $4,370+85.5% | $3,740+116.8% |
| Admin fee / account holder | $44,543 | $4,400+912.3% | $5,945+649.2% | $5,306+739.4% |