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 | $587,400 | $111,814+425.3% | $103,374+468.2% | $145,959+302.4% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 17.79% | 24.77%-7.0pp | 24.89%-7.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,569 | $5,618+159.3% | $5,058+188.1% | $6,689+117.8% |
| Admin fee / account holder | $2,411 | $9,754-75.3% | $8,394-71.3% | $13,398-82.0% |