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 | $997,458 | $189,613+426.0% | $167,512+495.5% | $142,382+600.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.73% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $15,650 | $4,349+259.9% | $3,882+303.2% | $4,299+264.0% |
| Participant deferral / active EE | $31,000 | $6,981+344.0% | $6,405+384.0% | $6,507+376.4% |
| Admin fee / account holder | $61,775 | $10,528+486.8% | $9,769+532.4% | $12,624+389.4% |