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 4-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 | $383,818 | $189,613+102.4% | $167,512+129.1% | $142,382+169.6% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 15.00% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,138 | $4,349+41.1% | $3,882+58.1% | $4,299+42.8% |
| Participant deferral / active EE | $10,891 | $6,981+56.0% | $6,405+70.0% | $6,507+67.4% |
| Admin fee / account holder | $66,677 | $10,528+533.3% | $9,769+582.5% | $12,624+428.2% |