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 | $298,437 | $100,970+195.6% | $96,576+209.0% | $137,256+117.4% |
| Participation rate | 87.0% | 82.6%+4.3pp | 81.4%+5.5pp | 80.0%+7.0pp |
| Annual return | 13.00% | 38.16%-25.2pp | 38.47%-25.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,428 | $8,286+37.9% | $7,956+43.6% | $6,407+78.4% |
| Admin fee / account holder | $1,576 | $11,312-86.1% | $11,381-86.2% | $12,270-87.2% |