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 | $328,052 | $110,257+197.5% | $96,544+239.8% | $139,434+135.3% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.7pp | 80.3%-8.1pp |
| Annual return | 13.02% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,333 | $5,548-21.9% | $4,851-10.7% | $6,710-35.4% |
| Admin fee / account holder | $4,830 | $11,591-58.3% | $8,252-41.5% | $11,403-57.6% |