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 | $293,468 | $69,515+322.2% | $86,874+237.8% | $85,850+241.8% |
| Participation rate | 84.2% | 66.3%+17.9pp | 71.6%+12.6pp | 69.3%+14.9pp |
| Annual return | 17.53% | 20.12%-2.6pp | 63.52%-46.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,386 | $2,919+16.0% | $3,699-8.5% | $3,952-14.3% |
| Admin fee / account holder | $27,193 | $5,972+355.3% | $5,828+366.6% | $6,260+334.4% |