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 | $482,510 | $189,613+154.5% | $167,512+188.0% | $142,382+238.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.55% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $839 | $4,349-80.7% | $3,882-78.4% | $4,299-80.5% |
| Participant deferral / active EE | $4,196 | $6,981-39.9% | $6,405-34.5% | $6,507-35.5% |
| Admin fee / account holder | $9,251 | $10,528-12.1% | $9,769-5.3% | $12,624-26.7% |