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 | $407,606 | $180,749+125.5% | $160,784+153.5% | $137,256+197.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.74% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $24,858 | $4,155+498.2% | $3,733+565.9% | $4,156+498.1% |
| Participant deferral / active EE | $11,709 | $6,844+71.1% | $6,293+86.1% | $6,407+82.8% |
| Admin fee / account holder | $3,099 | $10,397-70.2% | $9,717-68.1% | $12,270-74.7% |