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 | $320,653 | $53,053+504.4% | $126,539+153.4% | $74,304+331.5% |
| Participation rate | 70.0% | 48.0%+22.0pp | 69.8%+0.2pp | 60.3%+9.7pp |
| Annual return | 16.51% | 29.46%-12.9pp | 425.95%-409.4pp | 29.43%-12.9pp |
| Employer contribution / active EE | $667 | $1,168-42.9% | $3,674-81.9% | $2,241-70.3% |
| Participant deferral / active EE | $11,208 | $2,303+386.7% | $4,083+174.5% | $3,767+197.5% |
| Admin fee / account holder | $4,039 | $3,698+9.2% | $6,065-33.4% | $2,969+36.1% |