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 | $523,409 | $189,613+176.0% | $167,512+212.5% | $142,382+267.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.93% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $9,165 | $4,349+110.7% | $3,882+136.1% | $4,299+113.2% |
| Participant deferral / active EE | $8,339 | $6,981+19.4% | $6,405+30.2% | $6,507+28.1% |
| Admin fee / account holder | $9,930 | $10,528-5.7% | $9,769+1.6% | $12,624-21.3% |