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 | $315,666 | $189,613+66.5% | $167,512+88.4% | $142,382+121.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 2024.68%-2010.5pp | 1615.79%-1601.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,958 | $4,349+14.0% | $3,882+27.7% | $4,299+15.3% |
| Participant deferral / active EE | $13,826 | $6,981+98.0% | $6,405+115.9% | $6,507+112.5% |
| Admin fee / account holder | $5,195 | $10,528-50.7% | $9,769-46.8% | $12,624-58.8% |