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 3-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 | $254,148 | $111,535+127.9% | $105,223+141.5% | $137,256+85.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.71% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,722 | $3,939-5.5% | $3,689+0.9% | $4,156-10.4% |
| Participant deferral / active EE | $11,248 | $5,500+104.5% | $5,072+121.8% | $6,407+75.6% |
| Admin fee / account holder | $5,001 | $9,721-48.6% | $8,859-43.5% | $12,270-59.2% |