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 | $264,447 | $70,669+274.2% | $169,368+56.1% | $75,163+251.8% |
| Participation rate | 73.1% | 64.8%+8.3pp | 77.1%-4.1pp | 67.2%+5.9pp |
| Annual return | 19.30% | 36.36%-17.1pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,524 | $4,311+121.0% | $6,221+53.1% | $4,125+130.9% |
| Admin fee / account holder | $47,914 | $5,402+786.9% | $9,003+432.2% | $5,651+747.9% |