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 | $659,514 | $189,613+247.8% | $167,512+293.7% | $142,382+363.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.32% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,380 | $4,349-45.3% | $3,882-38.7% | $4,299-44.6% |
| Participant deferral / active EE | $22,491 | $6,981+222.2% | $6,405+251.2% | $6,507+245.6% |
| Admin fee / account holder | $128,056 | $10,528+1116.3% | $9,769+1210.8% | $12,624+914.4% |