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 | $603,558 | $189,613+218.3% | $167,512+260.3% | $142,382+323.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 18.69% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,602 | $4,349-40.2% | $3,882-33.0% | $4,299-39.5% |
| Participant deferral / active EE | $10,780 | $6,981+54.4% | $6,405+68.3% | $6,507+65.7% |
| Admin fee / account holder | $3,217 | $10,528-69.4% | $9,769-67.1% | $12,624-74.5% |