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 | $423,861 | $111,535+280.0% | $105,223+302.8% | $137,256+208.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,755 | $3,939+20.7% | $3,689+28.9% | $4,156+14.4% |
| Participant deferral / active EE | $11,878 | $5,500+116.0% | $5,072+134.2% | $6,407+85.4% |
| Admin fee / account holder | $100,641 | $9,721+935.3% | $8,859+1036.1% | $12,270+720.2% |