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 | $405,750 | $80,724+402.6% | $103,333+292.7% | $74,495+444.7% |
| Participation rate | 72.5% | 65.7%+6.9pp | 74.5%-2.0pp | 67.2%+5.3pp |
| Annual return | 24.32% | 27.56%-3.2pp | 24.88%-0.6pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $1,996 | $3,157-36.8% | $3,868-48.4% | $2,623-23.9% |
| Participant deferral / active EE | $7,984 | $3,860+106.8% | $5,057+57.9% | $4,346+83.7% |
| Admin fee / account holder | $31,005 | $2,368+1209.3% | $8,355+271.1% | $1,942+1496.8% |