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 9-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 | $300,097 | $189,613+58.3% | $167,512+79.1% | $142,382+110.8% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 21.88% | 2024.68%-2002.8pp | 1615.79%-1593.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,256 | $4,349-71.1% | $3,882-67.6% | $4,299-70.8% |
| Participant deferral / active EE | $19,440 | $6,981+178.5% | $6,405+203.5% | $6,507+198.7% |
| Admin fee / account holder | $10,504 | $10,528-0.2% | $9,769+7.5% | $12,624-16.8% |