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 | $339,593 | $100,754+237.1% | $86,677+291.8% | $134,475+152.5% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | 3.69% | 29.04%-25.3pp | 35.91%-32.2pp | 417.96%-414.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,018 | $5,338+31.5% | $4,656+50.7% | $6,400+9.7% |
| Admin fee / account holder | $3,689 | $10,926-66.2% | $7,493-50.8% | $11,426-67.7% |