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 | $274,285 | $189,613+44.7% | $167,512+63.7% | $142,382+92.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 13.73% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $604 | $4,349-86.1% | $3,882-84.4% | $4,299-86.0% |
| Participant deferral / active EE | $2,105 | $6,981-69.8% | $6,405-67.1% | $6,507-67.6% |
| Admin fee / account holder | $27,775 | $10,528+163.8% | $9,769+184.3% | $12,624+120.0% |