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 | $268,832 | $73,933+263.6% | $96,683+178.1% | $75,163+257.7% |
| Participation rate | 76.3% | 66.4%+9.9pp | 74.3%+2.0pp | 67.2%+9.1pp |
| Annual return | 16.60% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $6,245 | $2,928+113.3% | $3,737+67.1% | $2,670+133.9% |
| Participant deferral / active EE | $3,956 | $3,659+8.1% | $4,878-18.9% | $4,125-4.1% |
| Admin fee / account holder | $12,005 | $5,216+130.1% | $6,730+78.4% | $5,651+112.4% |