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 | $264,050 | $114,381+130.9% | $107,525+145.6% | $142,382+85.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,257 | $4,015-43.8% | $3,754-39.9% | $4,299-47.5% |
| Participant deferral / active EE | $4,092 | $5,564-26.5% | $5,116-20.0% | $6,507-37.1% |
| Admin fee / account holder | $5,376 | $9,860-45.5% | $8,919-39.7% | $12,624-57.4% |