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 | $300,513 | $189,613+58.5% | $167,512+79.4% | $142,382+111.1% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 13.55% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $9,283 | $4,349+113.4% | $3,882+139.1% | $4,299+115.9% |
| Participant deferral / active EE | $19,524 | $6,981+179.7% | $6,405+204.8% | $6,507+200.0% |
| Admin fee / account holder | $71,087 | $10,528+575.2% | $9,769+627.7% | $12,624+463.1% |