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 | $384,958 | $175,202+119.7% | $149,673+157.2% | $139,434+176.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.38% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $7,038 | $5,474+28.6% | $4,818+46.1% | $4,751+48.1% |
| Participant deferral / active EE | $9,963 | $6,519+52.8% | $5,680+75.4% | $6,710+48.5% |
| Admin fee / account holder | $2,736 | $16,150-83.1% | $13,210-79.3% | $11,403-76.0% |