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 | $285,605 | $189,613+50.6% | $167,512+70.5% | $142,382+100.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.51% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,306 | $4,349+45.0% | $3,882+62.5% | $4,299+46.7% |
| Participant deferral / active EE | $17,964 | $6,981+157.3% | $6,405+180.5% | $6,507+176.1% |
| Admin fee / account holder | $8,347 | $10,528-20.7% | $9,769-14.6% | $12,624-33.9% |