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 | $473,549 | $148,978+217.9% | $200,582+136.1% | $84,808+458.4% |
| Participation rate | 84.2% | 84.2%0pp | 86.9%-2.7pp | 68.3%+15.9pp |
| Annual return | 16.15% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $9,867 | $4,815+104.9% | $6,419+53.7% | $2,631+275.0% |
| Participant deferral / active EE | $19,536 | $7,142+173.5% | $9,331+109.4% | $4,212+363.9% |
| Admin fee / account holder | $44,740 | $13,977+220.1% | $16,305+174.4% | $7,344+509.2% |