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 | $534,492 | $189,613+181.9% | $167,512+219.1% | $142,382+275.4% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 16.98% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,131 | $4,349+41.0% | $3,882+57.9% | $4,299+42.6% |
| Participant deferral / active EE | $13,134 | $6,981+88.1% | $6,405+105.1% | $6,507+101.8% |
| Admin fee / account holder | $9,802 | $10,528-6.9% | $9,769+0.3% | $12,624-22.4% |