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 | $251,459 | $104,664+140.3% | $85,682+193.5% | $167,490+50.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.77% | 21.45%-10.7pp | 21.49%-10.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,658 | $4,824+79.5% | $3,923+120.7% | $6,341+36.5% |
| Admin fee / account holder | $51,807 | $10,032+416.4% | $6,873+653.8% | $12,309+320.9% |