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 | $318,392 | $94,031+238.6% | $115,768+175.0% | $82,448+286.2% |
| Participation rate | 76.3% | 70.4%+5.9pp | 74.4%+1.9pp | 68.1%+8.2pp |
| Annual return | 13.18% | 20.61%-7.4pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,501 | $3,972-11.8% | $4,917-28.8% | $4,139-15.4% |
| Admin fee / account holder | $36,017 | $10,249+251.4% | $12,439+189.5% | $7,234+397.9% |