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 | $408,016 | $209,832+94.4% | $189,513+115.3% | $167,490+143.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.67% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $15,123 | $6,914+118.7% | $6,162+145.4% | $4,837+212.6% |
| Participant deferral / active EE | $12,609 | $8,935+41.1% | $8,221+53.4% | $6,341+98.8% |
| Admin fee / account holder | $393 | $14,293-97.2% | $12,045-96.7% | $12,309-96.8% |