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 | $282,555 | $189,613+49.0% | $167,512+68.7% | $142,382+98.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.40% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,808 | $4,349-12.4% | $3,882-1.9% | $4,299-11.4% |
| Participant deferral / active EE | $10,829 | $6,981+55.1% | $6,405+69.1% | $6,507+66.4% |
| Admin fee / account holder | $4,098 | $10,528-61.1% | $9,769-58.0% | $12,624-67.5% |