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 | $676,235 | $189,613+256.6% | $167,512+303.7% | $142,382+374.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 18.79% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $12,650 | $4,349+190.9% | $3,882+225.9% | $4,299+194.2% |
| Participant deferral / active EE | $6,608 | $6,981-5.4% | $6,405+3.2% | $6,507+1.5% |
| Admin fee / account holder | $5,836 | $10,528-44.6% | $9,769-40.3% | $12,624-53.8% |