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 | $264,582 | $47,848+453.0% | $81,478+224.7% | $70,131+277.3% |
| Participation rate | 75.0% | 58.3%+16.7pp | 68.0%+7.0pp | 69.5%+5.5pp |
| Annual return | 28.34% | 27.25%+1.1pp | 38.78%-10.4pp | 73.14%-44.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,101 | $2,453+352.6% | $3,537+213.9% | $3,332+233.2% |
| Admin fee / account holder | $8,418 | $3,145+167.7% | $4,561+84.6% | $4,645+81.2% |