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 | $305,557 | $77,503+294.3% | $100,391+204.4% | $80,856+277.9% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.6%+20.8pp |
| Annual return | 14.42% | 37.20%-22.8pp | 49.20%-34.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,854 | $6,820-28.8% | $8,082-39.9% | $4,296+13.0% |
| Admin fee / account holder | $17,741 | $5,897+200.8% | $7,899+124.6% | $6,918+156.4% |