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 | $399,061 | $180,749+120.8% | $160,784+148.2% | $137,256+190.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 12.28% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,415 | $4,155-17.8% | $3,733-8.5% | $4,156-17.8% |
| Participant deferral / active EE | $13,778 | $6,844+101.3% | $6,293+118.9% | $6,407+115.1% |
| Admin fee / account holder | $36,292 | $10,397+249.1% | $9,717+273.5% | $12,270+195.8% |