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 | $305,447 | $111,535+173.9% | $105,223+190.3% | $137,256+122.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.30% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,109 | $3,939-46.5% | $3,689-42.8% | $4,156-49.3% |
| Participant deferral / active EE | $3,640 | $5,500-33.8% | $5,072-28.2% | $6,407-43.2% |
| Admin fee / account holder | $3,669 | $9,721-62.3% | $8,859-58.6% | $12,270-70.1% |