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 | $399,061 | $189,613+110.5% | $167,512+138.2% | $142,382+180.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 12.28% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,415 | $4,349-21.5% | $3,882-12.0% | $4,299-20.6% |
| Participant deferral / active EE | $13,778 | $6,981+97.4% | $6,405+115.1% | $6,507+111.7% |
| Admin fee / account holder | $36,292 | $10,528+244.7% | $9,769+271.5% | $12,624+187.5% |