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 | $447,439 | $288,797+54.9% | $239,577+86.8% | $382,429+17.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 21.39% | -3.30%+24.7pp | -0.70%+22.1pp | 248.85%-227.5pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $5,119 | $18,649-72.6% | $19,315-73.5% | $30,732-83.3% |