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 4-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 | $340,194 | $180,749+88.2% | $160,784+111.6% | $137,256+147.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.83% | 2234.46%-2222.6pp | 1803.92%-1792.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $12,000 | $4,155+188.8% | $3,733+221.5% | $4,156+188.7% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $2,972 | $10,397-71.4% | $9,717-69.4% | $12,270-75.8% |