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 | $285,700 | $101,618+181.1% | $93,063+207.0% | $137,256+108.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.17% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $707 | $2,707-73.9% | $2,476-71.5% | $4,156-83.0% |
| Participant deferral / active EE | $883 | $4,279-79.4% | $3,958-77.7% | $6,407-86.2% |
| Admin fee / account holder | $3,350 | $6,198-46.0% | $6,033-44.5% | $12,270-72.7% |