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 | $419,568 | $189,613+121.3% | $167,512+150.5% | $142,382+194.7% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 16.45% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,056 | $4,349-29.7% | $3,882-21.3% | $4,299-28.9% |
| Participant deferral / active EE | $8,922 | $6,981+27.8% | $6,405+39.3% | $6,507+37.1% |
| Admin fee / account holder | $35,598 | $10,528+238.1% | $9,769+264.4% | $12,624+182.0% |