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 | $269,513 | $189,613+42.1% | $167,512+60.9% | $142,382+89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.27% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $16,825 | $4,349+286.9% | $3,882+333.4% | $4,299+291.3% |
| Participant deferral / active EE | $19,313 | $6,981+176.6% | $6,405+201.5% | $6,507+196.8% |
| Admin fee / account holder | $82,212 | $10,528+680.9% | $9,769+741.6% | $12,624+551.3% |