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 | $348,434 | $180,749+92.8% | $160,784+116.7% | $137,256+153.9% |
| Participation rate | 94.7% | 80.0%+14.8pp | 77.0%+17.8pp | 80.0%+14.8pp |
| Annual return | 18.14% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $5,174 | $4,155+24.5% | $3,733+38.6% | $4,156+24.5% |
| Participant deferral / active EE | $15,421 | $6,844+125.3% | $6,293+145.1% | $6,407+140.7% |
| Admin fee / account holder | $1,907 | $10,397-81.7% | $9,717-80.4% | $12,270-84.5% |