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 | $402,078 | $189,613+112.1% | $167,512+140.0% | $142,382+182.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.96% | 2024.68%-2012.7pp | 1615.79%-1603.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $17,538 | $4,349+303.3% | $3,882+351.8% | $4,299+307.9% |
| Participant deferral / active EE | $16,682 | $6,981+138.9% | $6,405+160.5% | $6,507+156.4% |
| Admin fee / account holder | $13,006 | $10,528+23.5% | $9,769+33.1% | $12,624+3.0% |