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 | $271,635 | $101,724+167.0% | $164,813+64.8% | $80,856+235.9% |
| Participation rate | 78.6% | 71.8%+6.7pp | 78.6%0pp | 67.6%+10.9pp |
| Annual return | 20.94% | 16.72%+4.2pp | 69.93%-49.0pp | 35.59%-14.7pp |
| Employer contribution / active EE | $4,829 | $2,953+63.5% | $4,341+11.2% | $2,755+75.3% |
| Participant deferral / active EE | $4,354 | $4,477-2.8% | $6,031-27.8% | $4,296+1.4% |
| Admin fee / account holder | $3,337 | $8,227-59.4% | $12,690-73.7% | $6,918-51.8% |