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 | $250,823 | $107,452+133.4% | $91,541+174.0% | $142,382+76.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.03% | 22.06%-8.0pp | 20.50%-6.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $182 | $2,994-93.9% | $2,505-92.8% | $4,299-95.8% |
| Participant deferral / active EE | $1,139 | $4,754-76.0% | $4,008-71.6% | $6,507-82.5% |
| Admin fee / account holder | $8,589 | $8,834-2.8% | $6,956+23.5% | $12,624-32.0% |