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 | $404,865 | $189,613+113.5% | $167,512+141.7% | $142,382+184.4% |
| Participation rate | 78.9% | 80.1%-1.2pp | 77.1%+1.9pp | 80.1%-1.2pp |
| Annual return | 15.43% | 2024.68%-2009.2pp | 1615.79%-1600.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,213 | $4,349+65.9% | $3,882+85.8% | $4,299+67.8% |
| Participant deferral / active EE | $13,209 | $6,981+89.2% | $6,405+106.2% | $6,507+103.0% |
| Admin fee / account holder | $1,222 | $10,528-88.4% | $9,769-87.5% | $12,624-90.3% |