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 | $296,946 | $180,749+64.3% | $160,784+84.7% | $137,256+116.3% |
| Participation rate | 95.0% | 80.0%+15.0pp | 77.0%+18.0pp | 80.0%+15.0pp |
| Annual return | 14.23% | 2234.46%-2220.2pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,058 | $4,155-2.3% | $3,733+8.7% | $4,156-2.4% |
| Participant deferral / active EE | $8,322 | $6,844+21.6% | $6,293+32.2% | $6,407+29.9% |
| Admin fee / account holder | $8,259 | $10,397-20.6% | $9,717-15.0% | $12,270-32.7% |