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 | $303,218 | $180,749+67.8% | $160,784+88.6% | $137,256+120.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.57% | 2234.46%-2217.9pp | 1803.92%-1787.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,672 | $4,155-35.7% | $3,733-28.4% | $4,156-35.7% |
| Participant deferral / active EE | $14,396 | $6,844+110.3% | $6,293+128.8% | $6,407+124.7% |
| Admin fee / account holder | $7,223 | $10,397-30.5% | $9,717-25.7% | $12,270-41.1% |