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 | $288,976 | $77,314+273.8% | $177,989+62.4% | $80,856+257.4% |
| Participation rate | 84.6% | 65.7%+18.9pp | 77.1%+7.5pp | 67.6%+17.0pp |
| Annual return | 13.51% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,067 | $4,411+150.9% | $6,276+76.3% | $4,296+157.6% |
| Admin fee / account holder | $30,755 | $7,191+327.7% | $10,363+196.8% | $6,918+344.6% |