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 | $419,494 | $180,749+132.1% | $160,784+160.9% | $137,256+205.6% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 13.95% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,090 | $6,844+91.2% | $6,293+108.0% | $6,407+104.3% |
| Admin fee / account holder | $2,649 | $10,397-74.5% | $9,717-72.7% | $12,270-78.4% |