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 | $315,657 | $189,613+66.5% | $167,512+88.4% | $142,382+121.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 10.04% | 2024.68%-2014.6pp | 1615.79%-1605.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,839 | $4,349-34.7% | $3,882-26.9% | $4,299-34.0% |
| Participant deferral / active EE | $14,988 | $6,981+114.7% | $6,405+134.0% | $6,507+130.3% |
| Admin fee / account holder | $120,049 | $10,528+1040.3% | $9,769+1128.9% | $12,624+851.0% |