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 | $309,396 | $189,613+63.2% | $167,512+84.7% | $142,382+117.3% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.1%+18.2pp | 80.1%+15.1pp |
| Annual return | 17.88% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $16,762 | $4,349+285.4% | $3,882+331.8% | $4,299+289.9% |
| Participant deferral / active EE | $19,445 | $6,981+178.5% | $6,405+203.6% | $6,507+198.8% |
| Admin fee / account holder | $2,212 | $10,528-79.0% | $9,769-77.4% | $12,624-82.5% |