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 | $94,625+236.5% | $116,228+173.9% | $84,808+275.4% |
| Participation rate | 76.3% | 70.4%+5.8pp | 74.6%+1.7pp | 68.3%+8.0pp |
| Annual return | 13.18% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,501 | $3,972-11.8% | $4,953-29.3% | $4,212-16.9% |
| Admin fee / account holder | $36,017 | $10,091+256.9% | $11,989+200.4% | $7,344+390.4% |