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 8-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 | $265,981 | $189,613+40.3% | $167,512+58.8% | $142,382+86.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.18% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,009 | $4,349+38.2% | $3,882+54.8% | $4,299+39.8% |
| Participant deferral / active EE | $8,701 | $6,981+24.6% | $6,405+35.9% | $6,507+33.7% |
| Admin fee / account holder | $1,979 | $10,528-81.2% | $9,769-79.7% | $12,624-84.3% |