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 9-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 | $300,097 | $180,749+66.0% | $160,784+86.6% | $137,256+118.6% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 21.88% | 2234.46%-2212.6pp | 1803.92%-1782.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,256 | $4,155-69.8% | $3,733-66.3% | $4,156-69.8% |
| Participant deferral / active EE | $19,440 | $6,844+184.0% | $6,293+208.9% | $6,407+203.4% |
| Admin fee / account holder | $10,504 | $10,397+1.0% | $9,717+8.1% | $12,270-14.4% |