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 | $481,820 | $77,634+520.6% | $156,549+207.8% | $62,891+666.1% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 11.59% | 50.32%-38.7pp | 32.23%-20.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,731 | $3,045+55.3% | $4,871-2.9% | $3,203+47.7% |
| Admin fee / account holder | $21,304 | $5,561+283.1% | $13,027+63.5% | $4,296+395.9% |