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 | $776,341 | $189,613+309.4% | $167,512+363.5% | $142,382+445.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.68% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $24,495 | $4,349+463.2% | $3,882+531.0% | $4,299+469.8% |
| Participant deferral / active EE | $11,446 | $6,981+63.9% | $6,405+78.7% | $6,507+75.9% |
| Admin fee / account holder | $32,903 | $10,528+212.5% | $9,769+236.8% | $12,624+160.6% |