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 | $318,046 | $154,365+106.0% | $130,231+144.2% | $139,434+128.1% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.3%+12.6pp | 80.3%+8.6pp |
| Annual return | 15.55% | 30.34%-14.8pp | 38.77%-23.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,250 | $8,498-2.9% | $6,799+21.4% | $6,710+22.9% |
| Admin fee / account holder | $34,506 | $9,214+274.5% | $6,020+473.2% | $11,403+202.6% |