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 | $435,840 | $189,613+129.9% | $167,512+160.2% | $142,382+206.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.25% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $15,202 | $4,349+249.6% | $3,882+291.6% | $4,299+253.6% |
| Participant deferral / active EE | $2,029 | $6,981-70.9% | $6,405-68.3% | $6,507-68.8% |
| Admin fee / account holder | $957 | $10,528-90.9% | $9,769-90.2% | $12,624-92.4% |