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 | $354,242 | $102,382+246.0% | $147,005+141.0% | $80,874+338.0% |
| Participation rate | 72.9% | 75.8%-3.0pp | 82.2%-9.3pp | 67.6%+5.2pp |
| Annual return | 13.96% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,744 | $6,646+16.5% | $8,070-4.0% | $4,297+80.2% |
| Admin fee / account holder | $23,895 | $7,942+200.9% | $13,006+83.7% | $6,935+244.5% |