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 | $251,305 | $123,793+103.0% | $177,821+41.3% | $79,858+214.7% |
| Participation rate | 74.1% | 84.7%-10.6pp | 87.7%-13.6pp | 69.6%+4.4pp |
| Annual return | 13.89% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,704 | $5,956+62.9% | $7,714+25.8% | $3,740+159.5% |
| Admin fee / account holder | $1,117 | $7,243-84.6% | $12,427-91.0% | $5,306-78.9% |