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 | $393,468 | $197,591+99.1% | $177,821+121.3% | $158,922+147.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 55.99% | 58.76%-2.8pp | 48.32%+7.7pp | 302.83%-246.8pp |
| Employer contribution / active EE | $21,223 | $6,697+216.9% | $5,918+258.6% | $4,761+345.8% |
| Participant deferral / active EE | $13,255 | $8,405+57.7% | $7,714+71.8% | $5,982+121.6% |
| Admin fee / account holder | $431 | $15,399-97.2% | $12,427-96.5% | $11,246-96.2% |