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 8-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 | $409,324 | $109,359+274.3% | $162,163+152.4% | $72,985+460.8% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.6%+10.9pp | 69.5%+29.0pp |
| Annual return | 23.36% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,670 | $5,481+112.9% | $7,298+59.9% | $3,607+223.5% |
| Admin fee / account holder | $1,677 | $7,972-79.0% | $10,843-84.5% | $5,124-67.3% |