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 | $259,021 | $189,613+36.6% | $167,512+54.6% | $142,382+81.9% |
| Participation rate | 78.6% | 80.1%-1.6pp | 77.1%+1.5pp | 80.1%-1.5pp |
| Annual return | 13.05% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,031 | $4,349+38.7% | $3,882+55.4% | $4,299+40.3% |
| Participant deferral / active EE | $9,226 | $6,981+32.2% | $6,405+44.1% | $6,507+41.8% |
| Admin fee / account holder | $25,012 | $10,528+137.6% | $9,769+156.0% | $12,624+98.1% |