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 7-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 | $264,141 | $114,381+130.9% | $107,525+145.7% | $142,382+85.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.12% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $943 | $4,015-76.5% | $3,754-74.9% | $4,299-78.1% |
| Participant deferral / active EE | $2,750 | $5,564-50.6% | $5,116-46.2% | $6,507-57.7% |
| Admin fee / account holder | $5,059 | $9,860-48.7% | $8,919-43.3% | $12,624-59.9% |