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 | $362,955 | $189,613+91.4% | $167,512+116.7% | $142,382+154.9% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 14.09% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,582 | $4,349+5.4% | $3,882+18.0% | $4,299+6.6% |
| Participant deferral / active EE | $14,204 | $6,981+103.5% | $6,405+121.8% | $6,507+118.3% |
| Admin fee / account holder | $3,751 | $10,528-64.4% | $9,769-61.6% | $12,624-70.3% |