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 | $344,853 | $180,749+90.8% | $160,784+114.5% | $137,256+151.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.40% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,686 | $4,155+157.2% | $3,733+186.3% | $4,156+157.1% |
| Participant deferral / active EE | $6,246 | $6,844-8.7% | $6,293-0.7% | $6,407-2.5% |
| Admin fee / account holder | $8,716 | $10,397-16.2% | $9,717-10.3% | $12,270-29.0% |