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 | $357,051 | $189,613+88.3% | $167,512+113.1% | $142,382+150.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.97% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,441 | $4,349+71.1% | $3,882+91.7% | $4,299+73.1% |
| Participant deferral / active EE | $32,341 | $6,981+363.3% | $6,405+405.0% | $6,507+397.0% |
| Admin fee / account holder | $127,128 | $10,528+1107.5% | $9,769+1201.3% | $12,624+907.1% |