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 | $344,022 | $175,202+96.4% | $149,673+129.8% | $139,434+146.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.72% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,721 | $5,474-68.6% | $4,818-64.3% | $4,751-63.8% |
| Participant deferral / active EE | $4,318 | $6,519-33.8% | $5,680-24.0% | $6,710-35.6% |
| Admin fee / account holder | $11,592 | $16,150-28.2% | $13,210-12.2% | $11,403+1.7% |