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 | $265,884 | $89,355+197.6% | $141,162+88.4% | $72,985+264.3% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 19.10% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,626 | $5,418-14.6% | $6,709-31.0% | $3,607+28.2% |
| Admin fee / account holder | $3,889 | $5,958-34.7% | $10,261-62.1% | $5,124-24.1% |