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 | $346,081 | $189,613+82.5% | $167,512+106.6% | $142,382+143.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 11.53% | 2024.68%-2013.1pp | 1615.79%-1604.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,000 | $4,349+15.0% | $3,882+28.8% | $4,299+16.3% |
| Participant deferral / active EE | $16,105 | $6,981+130.7% | $6,405+151.5% | $6,507+147.5% |
| Admin fee / account holder | $58,693 | $10,528+457.5% | $9,769+500.8% | $12,624+364.9% |