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 | $281,733 | $189,613+48.6% | $167,512+68.2% | $142,382+97.9% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 17.35% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $8,527 | $4,349+96.1% | $3,882+119.7% | $4,299+98.3% |
| Participant deferral / active EE | $11,890 | $6,981+70.3% | $6,405+85.7% | $6,507+82.7% |
| Admin fee / account holder | $26,971 | $10,528+156.2% | $9,769+176.1% | $12,624+113.7% |