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 5-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 | $337,836 | $189,613+78.2% | $167,512+101.7% | $142,382+137.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 12.38% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,534 | $4,349-18.7% | $3,882-8.9% | $4,299-17.8% |
| Participant deferral / active EE | $13,023 | $6,981+86.5% | $6,405+103.3% | $6,507+100.1% |
| Admin fee / account holder | $2,996 | $10,528-71.5% | $9,769-69.3% | $12,624-76.3% |