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 | $288,913 | $52,279+452.6% | $89,391+223.2% | $79,858+261.8% |
| Participation rate | 74.6% | 57.5%+17.1pp | 68.0%+6.6pp | 69.6%+5.0pp |
| Annual return | 22.75% | 22.16%+0.6pp | 245.62%-222.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,287 | $2,740+311.9% | $3,890+190.2% | $3,740+201.8% |
| Admin fee / account holder | $20,529 | $3,356+511.6% | $4,881+320.6% | $5,306+286.9% |