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 | $325,896 | $189,613+71.9% | $167,512+94.6% | $142,382+128.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.76% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,350 | $4,349-23.0% | $3,882-13.7% | $4,299-22.1% |
| Participant deferral / active EE | $8,546 | $6,981+22.4% | $6,405+33.4% | $6,507+31.3% |
| Admin fee / account holder | $439 | $10,528-95.8% | $9,769-95.5% | $12,624-96.5% |