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 | $652,051 | $375,661+73.6% | $312,151+108.9% | $382,429+70.5% |
| Participation rate | 90.0% | 91.4%-1.4pp | 89.1%+0.9pp | 87.7%+2.3pp |
| Annual return | 12.01% | 0.11%+11.9pp | 1.82%+10.2pp | 248.85%-236.8pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $12,582 | $5,737+119.3% | $5,370+134.3% | $5,727+119.7% |
| Admin fee / account holder | $464,916 | $64,308+623.0% | $51,799+797.5% | $30,732+1412.8% |