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 | $296,422 | $63,346+367.9% | $92,233+221.4% | $70,131+322.7% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 20.00% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $528 | $2,471-78.6% | $3,679-85.6% | $2,342-77.5% |
| Participant deferral / active EE | $4,590 | $2,854+60.9% | $3,897+17.8% | $3,332+37.8% |
| Admin fee / account holder | $46,780 | $3,840+1118.2% | $5,194+800.7% | $4,645+907.0% |