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 | $515,136 | $189,613+171.7% | $167,512+207.5% | $142,382+261.8% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 15.35% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $8,798 | $4,349+102.3% | $3,882+126.6% | $4,299+104.6% |
| Participant deferral / active EE | $31,472 | $6,981+350.8% | $6,405+391.4% | $6,507+383.7% |
| Admin fee / account holder | $25,875 | $10,528+145.8% | $9,769+164.9% | $12,624+105.0% |