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 | $301,609 | $189,613+59.1% | $167,512+80.1% | $142,382+111.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.91% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $20,075 | $4,349+361.6% | $3,882+417.2% | $4,299+367.0% |
| Participant deferral / active EE | $12,246 | $6,981+75.4% | $6,405+91.2% | $6,507+88.2% |
| Admin fee / account holder | $197,722 | $10,528+1778.0% | $9,769+1924.0% | $12,624+1466.3% |