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 | $910,420 | $189,613+380.1% | $167,512+443.5% | $142,382+539.4% |
| Participation rate | 82.4% | 80.1%+2.2pp | 77.1%+5.3pp | 80.1%+2.2pp |
| Annual return | 22.73% | 2024.68%-2001.9pp | 1615.79%-1593.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,095 | $4,349-51.8% | $3,882-46.0% | $4,299-51.3% |
| Participant deferral / active EE | $4,917 | $6,981-29.6% | $6,405-23.2% | $6,507-24.4% |
| Admin fee / account holder | $74,469 | $10,528+607.3% | $9,769+662.3% | $12,624+489.9% |