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 5-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 | $286,380 | $175,202+63.5% | $149,673+91.3% | $139,434+105.4% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.77% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,773 | $5,474-31.1% | $4,818-21.7% | $4,751-20.6% |
| Participant deferral / active EE | $9,873 | $6,519+51.4% | $5,680+73.8% | $6,710+47.1% |
| Admin fee / account holder | $3,216 | $16,150-80.1% | $13,210-75.7% | $11,403-71.8% |