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 | $718,975 | $189,613+279.2% | $167,512+329.2% | $142,382+405.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.40% | 2024.68%-2013.3pp | 1615.79%-1604.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $21,691 | $4,349+398.8% | $3,882+458.8% | $4,299+404.5% |
| Participant deferral / active EE | $17,985 | $6,981+157.6% | $6,405+180.8% | $6,507+176.4% |
| Admin fee / account holder | $140,308 | $10,528+1232.7% | $9,769+1336.3% | $12,624+1011.5% |