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 | $306,249 | $78,672+289.3% | $109,143+180.6% | $85,850+256.7% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 13.78% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,180 | $3,467+164.8% | $4,653+97.3% | $3,952+132.3% |
| Admin fee / account holder | $3,864 | $5,469-29.3% | $6,752-42.8% | $6,260-38.3% |