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 | $321,361 | $89,355+259.6% | $141,162+127.7% | $72,985+340.3% |
| Participation rate | 93.1% | 75.1%+17.9pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 33.34% | 111.85%-78.5pp | 71.39%-38.0pp | 81.00%-47.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,079 | $5,418+86.0% | $6,709+50.2% | $3,607+179.4% |
| Admin fee / account holder | $3,023 | $5,958-49.3% | $10,261-70.5% | $5,124-41.0% |