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 | $1,034,980 | $148,978+594.7% | $200,582+416.0% | $84,808+1120.4% |
| Participation rate | 74.3% | 84.2%-9.9pp | 86.9%-12.6pp | 68.3%+6.0pp |
| Annual return | 16.95% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,367 | $7,142+101.2% | $9,331+54.0% | $4,212+241.1% |
| Admin fee / account holder | $73,397 | $13,977+425.1% | $16,305+350.2% | $7,344+899.4% |