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 | $403,775 | $189,613+112.9% | $167,512+141.0% | $142,382+183.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -9.67% | 2024.68%-2034.4pp | 1615.79%-1625.5pp | 217.08%-226.7pp |
| Employer contribution / active EE | $11,883 | $4,349+173.2% | $3,882+206.1% | $4,299+176.4% |
| Participant deferral / active EE | $6,500 | $6,981-6.9% | $6,405+1.5% | $6,507-0.1% |
| Admin fee / account holder | $1,500 | $10,528-85.8% | $9,769-84.6% | $12,624-88.1% |