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 | $296,946 | $189,613+56.6% | $167,512+77.3% | $142,382+108.6% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 14.23% | 2024.68%-2010.4pp | 1615.79%-1601.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,058 | $4,349-6.7% | $3,882+4.6% | $4,299-5.6% |
| Participant deferral / active EE | $8,322 | $6,981+19.2% | $6,405+29.9% | $6,507+27.9% |
| Admin fee / account holder | $8,259 | $10,528-21.6% | $9,769-15.5% | $12,624-34.6% |