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 | $4,087,429 | $189,613+2055.7% | $167,512+2340.1% | $142,382+2770.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.30% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $12,000 | $4,349+175.9% | $3,882+209.2% | $4,299+179.1% |
| Participant deferral / active EE | $27,167 | $6,981+289.1% | $6,405+324.2% | $6,507+317.5% |
| Admin fee / account holder | $7,920 | $10,528-24.8% | $9,769-18.9% | $12,624-37.3% |