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 | $477,834 | $189,613+152.0% | $167,512+185.3% | $142,382+235.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,080 | $4,349+16.8% | $3,882+30.9% | $4,299+18.2% |
| Participant deferral / active EE | $11,209 | $6,981+60.6% | $6,405+75.0% | $6,507+72.3% |
| Admin fee / account holder | $15,970 | $10,528+51.7% | $9,769+63.5% | $12,624+26.5% |