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 | $572,558 | $99,919+473.0% | - | $158,922+260.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 20.83% | 35.31%-14.5pp | - | 302.83%-282.0pp |
| Employer contribution / active EE | $10,000 | $3,686+171.3% | - | $4,761+110.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | - | $5,982-100.0% |
| Admin fee / account holder | $500 | $2,820-82.3% | - | $11,246-95.6% |