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 | $287,328 | $80,673+256.2% | $101,326+183.6% | $84,808+238.8% |
| Participation rate | 91.4% | 77.8%+13.6pp | 81.5%+9.9pp | 68.3%+23.1pp |
| Annual return | 16.26% | 38.95%-22.7pp | 36.82%-20.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,677 | $6,840+70.7% | $7,994+46.1% | $4,212+177.3% |
| Admin fee / account holder | $7,028 | $12,784-45.0% | $11,185-37.2% | $7,344-4.3% |