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 | $304,094 | $112,729+169.8% | $98,716+208.1% | $137,256+121.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 14.98% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $22,185 | $2,725+714.0% | $2,279+873.6% | $4,156+433.8% |
| Participant deferral / active EE | $13,998 | $4,640+201.7% | $4,048+245.8% | $6,407+118.5% |
| Admin fee / account holder | $1,898 | $10,129-81.3% | $8,703-78.2% | $12,270-84.5% |