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 | $275,640 | $175,202+57.3% | $149,673+84.2% | $139,434+97.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 26.33% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,813 | $5,474-48.6% | $4,818-41.6% | $4,751-40.8% |
| Participant deferral / active EE | $5,372 | $6,519-17.6% | $5,680-5.4% | $6,710-19.9% |
| Admin fee / account holder | $4,492 | $16,150-72.2% | $13,210-66.0% | $11,403-60.6% |