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 | $557,438 | $189,613+194.0% | $167,512+232.8% | $142,382+291.5% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 11.70% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,802 | $4,349-35.6% | $3,882-27.8% | $4,299-34.8% |
| Participant deferral / active EE | $9,231 | $6,981+32.2% | $6,405+44.1% | $6,507+41.9% |
| Admin fee / account holder | $34,463 | $10,528+227.3% | $9,769+252.8% | $12,624+173.0% |