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 | $3,852,819 | $189,613+1931.9% | $167,512+2200.0% | $142,382+2606.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 2.89% | 2024.68%-2021.8pp | 1615.79%-1612.9pp | 217.08%-214.2pp |
| Employer contribution / active EE | $37,188 | $4,349+755.1% | $3,882+858.1% | $4,299+765.0% |
| Participant deferral / active EE | $31,000 | $6,981+344.0% | $6,405+384.0% | $6,507+376.4% |
| Admin fee / account holder | $273,429 | $10,528+2497.1% | $9,769+2699.0% | $12,624+2066.0% |