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 | $286,667 | $114,381+150.6% | $107,525+166.6% | $142,382+101.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 12.38% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,322 | $5,564+31.6% | $5,116+43.1% | $6,507+12.5% |
| Admin fee / account holder | $15,631 | $9,860+58.5% | $8,919+75.3% | $12,624+23.8% |