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 | $381,456 | $189,613+101.2% | $167,512+127.7% | $142,382+167.9% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 16.31% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,454 | $4,349-20.6% | $3,882-11.0% | $4,299-19.7% |
| Participant deferral / active EE | $8,733 | $6,981+25.1% | $6,405+36.3% | $6,507+34.2% |
| Admin fee / account holder | $48,468 | $10,528+360.4% | $9,769+396.1% | $12,624+283.9% |