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 | $411,651 | $189,613+117.1% | $167,512+145.7% | $142,382+189.1% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 16.06% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,837 | $4,349-11.8% | $3,882-1.2% | $4,299-10.8% |
| Participant deferral / active EE | $8,497 | $6,981+21.7% | $6,405+32.7% | $6,507+30.6% |
| Admin fee / account holder | $3,063 | $10,528-70.9% | $9,769-68.6% | $12,624-75.7% |