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 8-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 | $322,752 | $189,613+70.2% | $167,512+92.7% | $142,382+126.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 10.71% | 2024.68%-2014.0pp | 1615.79%-1605.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,510 | $4,349-65.3% | $3,882-61.1% | $4,299-64.9% |
| Participant deferral / active EE | $17,000 | $6,981+143.5% | $6,405+165.4% | $6,507+161.2% |
| Admin fee / account holder | $2,234 | $10,528-78.8% | $9,769-77.1% | $12,624-82.3% |