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 | $377,881 | $189,613+99.3% | $167,512+125.6% | $142,382+165.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.09% | 2024.68%-2014.6pp | 1615.79%-1605.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,539 | $4,349-64.6% | $3,882-60.4% | $4,299-64.2% |
| Participant deferral / active EE | $6,953 | $6,981-0.4% | $6,405+8.6% | $6,507+6.9% |
| Admin fee / account holder | $8,425 | $10,528-20.0% | $9,769-13.8% | $12,624-33.3% |