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 | $324,905 | $154,228+110.7% | $145,433+123.4% | $137,256+136.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.19% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $14,314 | $4,804+198.0% | $4,554+214.3% | $4,156+244.4% |
| Participant deferral / active EE | $8,883 | $8,216+8.1% | $7,897+12.5% | $6,407+38.7% |
| Admin fee / account holder | $264,384 | $14,344+1743.2% | $13,129+1913.7% | $12,270+2054.7% |