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 | $422,675 | $189,613+122.9% | $167,512+152.3% | $142,382+196.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 11.76% | 2024.68%-2012.9pp | 1615.79%-1604.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,124 | $4,349-28.2% | $3,882-19.5% | $4,299-27.3% |
| Participant deferral / active EE | $10,886 | $6,981+55.9% | $6,405+70.0% | $6,507+67.3% |
| Admin fee / account holder | $73,899 | $10,528+601.9% | $9,769+656.5% | $12,624+485.4% |