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 | $776,060 | $189,613+309.3% | $167,512+363.3% | $142,382+445.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.43% | 2024.68%-2011.2pp | 1615.79%-1602.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $11,318 | $4,349+160.2% | $3,882+191.6% | $4,299+163.3% |
| Participant deferral / active EE | $24,134 | $6,981+245.7% | $6,405+276.8% | $6,507+270.9% |
| Admin fee / account holder | $5,581 | $10,528-47.0% | $9,769-42.9% | $12,624-55.8% |