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 | $544,298 | $189,613+187.1% | $167,512+224.9% | $142,382+282.3% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.1%+18.8pp | 80.1%+15.7pp |
| Annual return | 16.19% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $10,228 | $4,349+135.2% | $3,882+163.5% | $4,299+137.9% |
| Participant deferral / active EE | $18,052 | $6,981+158.6% | $6,405+181.9% | $6,507+177.4% |
| Admin fee / account holder | $883 | $10,528-91.6% | $9,769-91.0% | $12,624-93.0% |