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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,103 | $189,613+155.8% | $167,512+189.6% | $142,382+240.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.54% | 2024.68%-2018.1pp | 1615.79%-1609.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $18,556 | $4,349+326.7% | $3,882+378.0% | $4,299+331.6% |
| Participant deferral / active EE | $14,963 | $6,981+114.3% | $6,405+133.6% | $6,507+129.9% |
| Admin fee / account holder | $85,412 | $10,528+711.3% | $9,769+774.3% | $12,624+576.6% |