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 | $425,525 | $180,749+135.4% | $160,784+164.7% | $137,256+210.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.27% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,256 | $4,155-21.6% | $3,733-12.8% | $4,156-21.7% |
| Participant deferral / active EE | $13,267 | $6,844+93.8% | $6,293+110.8% | $6,407+107.1% |
| Admin fee / account holder | $37,092 | $10,397+256.8% | $9,717+281.7% | $12,270+202.3% |