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 7-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 | $280,981 | $209,336+34.2% | $197,124+42.5% | $137,256+104.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 16.23% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,082 | $6,591-68.4% | $6,227-66.6% | $4,156-49.9% |
| Participant deferral / active EE | $3,373 | $9,614-64.9% | $9,135-63.1% | $6,407-47.4% |
| Admin fee / account holder | $1,877 | $17,308-89.2% | $16,298-88.5% | $12,270-84.7% |