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 | $255,349 | $76,552+233.6% | $123,892+106.1% | $62,891+306.0% |
| Participation rate | 86.2% | 73.0%+13.2pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 8.74% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,562 | $4,840+159.5% | $5,984+109.9% | $3,203+292.2% |
| Admin fee / account holder | $35,509 | $4,826+635.8% | $8,357+324.9% | $4,296+726.6% |