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 | $524,877 | $138,347+279.4% | $184,203+184.9% | $80,856+549.1% |
| Participation rate | 95.3% | 83.9%+11.5pp | 86.8%+8.5pp | 67.6%+27.7pp |
| Annual return | 18.42% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $24,401 | $7,071+245.1% | $9,131+167.2% | $4,296+468.0% |
| Admin fee / account holder | $945 | $10,483-91.0% | $13,901-93.2% | $6,918-86.3% |