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 3-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 | $396,988 | $189,613+109.4% | $167,512+137.0% | $142,382+178.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,992 | $4,349-8.2% | $3,882+2.8% | $4,299-7.2% |
| Participant deferral / active EE | $9,908 | $6,981+41.9% | $6,405+54.7% | $6,507+52.3% |
| Admin fee / account holder | $2,054 | $10,528-80.5% | $9,769-79.0% | $12,624-83.7% |