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 | $352,407 | $180,749+95.0% | $160,784+119.2% | $137,256+156.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.99% | 2234.46%-2220.5pp | 1803.92%-1789.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,956 | $4,155-4.8% | $3,733+6.0% | $4,156-4.8% |
| Participant deferral / active EE | $13,083 | $6,844+91.2% | $6,293+107.9% | $6,407+104.2% |
| Admin fee / account holder | $577,347 | $10,397+5453.1% | $9,717+5841.6% | $12,270+4605.3% |