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 | $402,728 | $189,613+112.4% | $167,512+140.4% | $142,382+182.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 39.15% | 2024.68%-1985.5pp | 1615.79%-1576.6pp | 217.08%-177.9pp |
| Employer contribution / active EE | $9,746 | $4,349+124.1% | $3,882+151.1% | $4,299+126.7% |
| Participant deferral / active EE | $23,044 | $6,981+230.1% | $6,405+259.8% | $6,507+254.1% |
| Admin fee / account holder | $456 | $10,528-95.7% | $9,769-95.3% | $12,624-96.4% |