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 | $104,974+172.2% | $95,585+198.9% | $142,382+100.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.17% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $707 | $2,779-74.6% | $2,527-72.0% | $4,299-83.6% |
| Participant deferral / active EE | $883 | $4,352-79.7% | $4,023-78.0% | $6,507-86.4% |
| Admin fee / account holder | $3,350 | $6,386-47.5% | $6,127-45.3% | $12,624-73.5% |