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 | $373,563 | $189,613+97.0% | $167,512+123.0% | $142,382+162.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.04% | 2024.68%-2009.6pp | 1615.79%-1600.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,662 | $4,349+30.2% | $3,882+45.9% | $4,299+31.7% |
| Participant deferral / active EE | $23,059 | $6,981+230.3% | $6,405+260.0% | $6,507+254.4% |
| Admin fee / account holder | $35,973 | $10,528+241.7% | $9,769+268.2% | $12,624+185.0% |