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 | $279,441 | $189,613+47.4% | $167,512+66.8% | $142,382+96.3% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 14.99% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,537 | $4,349-41.7% | $3,882-34.6% | $4,299-41.0% |
| Participant deferral / active EE | $6,322 | $6,981-9.4% | $6,405-1.3% | $6,507-2.8% |
| Admin fee / account holder | $10,542 | $10,528+0.1% | $9,769+7.9% | $12,624-16.5% |