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 6-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 | $485,708 | $189,613+156.2% | $167,512+190.0% | $142,382+241.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 543.26% | 2024.68%-1481.4pp | 1615.79%-1072.5pp | 217.08%+326.2pp |
| Employer contribution / active EE | $4,779 | $4,349+9.9% | $3,882+23.1% | $4,299+11.2% |
| Participant deferral / active EE | $13,620 | $6,981+95.1% | $6,405+112.7% | $6,507+109.3% |
| Admin fee / account holder | $512 | $10,528-95.1% | $9,769-94.8% | $12,624-95.9% |