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 | $655,599 | $189,613+245.8% | $167,512+291.4% | $142,382+360.4% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 12.05% | 2024.68%-2012.6pp | 1615.79%-1603.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,934 | $4,349-9.5% | $3,882+1.4% | $4,299-8.5% |
| Participant deferral / active EE | $10,720 | $6,981+53.5% | $6,405+67.4% | $6,507+64.7% |
| Admin fee / account holder | $14,591 | $10,528+38.6% | $9,769+49.4% | $12,624+15.6% |