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 | $297,356 | $189,613+56.8% | $167,512+77.5% | $142,382+108.8% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 22.62% | 2024.68%-2002.1pp | 1615.79%-1593.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,727 | $4,349-37.3% | $3,882-29.7% | $4,299-36.6% |
| Participant deferral / active EE | $11,791 | $6,981+68.9% | $6,405+84.1% | $6,507+81.2% |
| Admin fee / account holder | $139,645 | $10,528+1226.4% | $9,769+1329.5% | $12,624+1006.2% |