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 | $322,252 | $175,202+83.9% | $149,673+115.3% | $139,434+131.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.88% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,069 | $5,474-62.2% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $10,478 | $6,519+60.7% | $5,680+84.5% | $6,710+56.1% |
| Admin fee / account holder | $2,173 | $16,150-86.5% | $13,210-83.5% | $11,403-80.9% |