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 | $713,633 | $189,613+276.4% | $167,512+326.0% | $142,382+401.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.13% | 2024.68%-2012.6pp | 1615.79%-1603.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $17,775 | $4,349+308.7% | $3,882+357.9% | $4,299+313.4% |
| Participant deferral / active EE | $14,431 | $6,981+106.7% | $6,405+125.3% | $6,507+121.8% |
| Admin fee / account holder | $70,169 | $10,528+566.5% | $9,769+618.3% | $12,624+455.9% |