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 | $847,181 | $189,613+346.8% | $167,512+405.7% | $142,382+495.0% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 19.04% | 2024.68%-2005.6pp | 1615.79%-1596.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $10,978 | $4,349+152.4% | $3,882+182.8% | $4,299+155.4% |
| Participant deferral / active EE | $24,183 | $6,981+246.4% | $6,405+277.6% | $6,507+271.6% |
| Admin fee / account holder | $4,056 | $10,528-61.5% | $9,769-58.5% | $12,624-67.9% |