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 | $410,371 | $81,248+405.1% | $155,509+163.9% | $80,856+407.5% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.6pp |
| Annual return | 12.98% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,617 | $3,452+120.7% | $5,626+35.4% | $4,296+77.3% |
| Admin fee / account holder | $43,770 | $7,997+447.3% | $15,912+175.1% | $6,918+532.7% |