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 | $393,269 | $176,377+123.0% | $134,143+193.2% | $158,922+147.5% |
| Participation rate | 86.7% | 78.7%+8.0pp | 72.2%+14.5pp | 82.0%+4.7pp |
| Annual return | 13.93% | 63.63%-49.7pp | 36.33%-22.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,069 | $4,091+219.4% | $3,499+273.5% | $5,982+118.5% |
| Admin fee / account holder | $70,598 | $8,718+709.8% | $6,684+956.2% | $11,246+527.8% |