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 | $570,751 | $93,571+510.0% | $135,903+320.0% | $75,163+659.3% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.79% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,994 | $6,404+56.1% | $7,758+28.8% | $4,125+142.3% |
| Admin fee / account holder | $99,512 | $6,975+1326.6% | $10,762+824.7% | $5,651+1661.0% |