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 | $268,003 | $53,777+398.4% | $134,143+99.8% | $79,858+235.6% |
| Participation rate | 78.6% | 58.8%+19.8pp | 72.2%+6.4pp | 69.6%+8.9pp |
| Annual return | 15.28% | 19.01%-3.7pp | 36.33%-21.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,519 | $2,420+45.4% | $3,499+0.6% | $3,740-5.9% |
| Admin fee / account holder | $15,833 | $3,984+297.4% | $6,684+136.9% | $5,306+198.4% |