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 | $270,907 | $90,745+198.5% | $130,231+108.0% | $75,163+260.4% |
| Participation rate | 82.4% | 71.1%+11.4pp | 76.3%+6.2pp | 67.2%+15.2pp |
| Annual return | 17.36% | 34.45%-17.1pp | 38.77%-21.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,423 | $5,362+187.6% | $6,799+126.9% | $4,125+273.9% |
| Admin fee / account holder | $835 | $6,331-86.8% | $6,020-86.1% | $5,651-85.2% |