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 | $482,445 | $189,613+154.4% | $167,512+188.0% | $142,382+238.8% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.1%+18.2pp | 80.1%+15.1pp |
| Annual return | 15.21% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,807 | $4,349-58.4% | $3,882-53.4% | $4,299-58.0% |
| Participant deferral / active EE | $13,778 | $6,981+97.4% | $6,405+115.1% | $6,507+111.7% |
| Admin fee / account holder | $20,516 | $10,528+94.9% | $9,769+110.0% | $12,624+62.5% |