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 | $498,830 | $189,613+163.1% | $167,512+197.8% | $142,382+250.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.28% | 2024.68%-2018.4pp | 1615.79%-1609.5pp | 217.08%-210.8pp |
| Employer contribution / active EE | $12,487 | $4,349+187.1% | $3,882+221.7% | $4,299+190.5% |
| Participant deferral / active EE | $23,317 | $6,981+234.0% | $6,405+264.1% | $6,507+258.3% |
| Admin fee / account holder | $239,194 | $10,528+2171.9% | $9,769+2348.5% | $12,624+1794.8% |