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 | $363,296 | $111,754+225.1% | $103,333+251.6% | $145,922+149.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.61% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $938 | $4,212-77.7% | $3,868-75.8% | $4,660-79.9% |
| Participant deferral / active EE | $15,428 | $5,619+174.6% | $5,057+205.0% | $6,688+130.7% |
| Admin fee / account holder | $173,594 | $9,750+1680.4% | $8,355+1977.8% | $13,397+1195.8% |