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 | $392,209 | $189,613+106.8% | $167,512+134.1% | $142,382+175.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.81% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,677 | $4,349-15.5% | $3,882-5.3% | $4,299-14.5% |
| Participant deferral / active EE | $17,383 | $6,981+149.0% | $6,405+171.4% | $6,507+167.1% |
| Admin fee / account holder | $331 | $10,528-96.9% | $9,769-96.6% | $12,624-97.4% |