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 | $591,478 | $189,613+211.9% | $167,512+253.1% | $142,382+315.4% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 12.18% | 2024.68%-2012.5pp | 1615.79%-1603.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,248 | $4,349-2.3% | $3,882+9.5% | $4,299-1.2% |
| Participant deferral / active EE | $17,414 | $6,981+149.4% | $6,405+171.9% | $6,507+167.6% |
| Admin fee / account holder | $59,648 | $10,528+466.6% | $9,769+510.6% | $12,624+372.5% |