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 | $298,880 | $109,881+172.0% | $150,045+99.2% | $84,808+252.4% |
| Participation rate | 98.6% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 14.36% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,656 | $6,636+90.7% | $7,997+58.3% | $4,212+200.5% |
| Admin fee / account holder | $18,617 | $8,568+117.3% | $13,435+38.6% | $7,344+153.5% |