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 10-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 | $280,957 | $189,613+48.2% | $167,512+67.7% | $142,382+97.3% |
| Participation rate | 73.7% | 80.1%-6.4pp | 77.1%-3.4pp | 80.1%-6.4pp |
| Annual return | 13.56% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,429 | $4,349+1.8% | $3,882+14.1% | $4,299+3.0% |
| Participant deferral / active EE | $5,189 | $6,981-25.7% | $6,405-19.0% | $6,507-20.3% |
| Admin fee / account holder | $2,387 | $10,528-77.3% | $9,769-75.6% | $12,624-81.1% |