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 7-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 | $440,908 | $189,613+132.5% | $167,512+163.2% | $142,382+209.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 2.68% | 2024.68%-2022.0pp | 1615.79%-1613.1pp | 217.08%-214.4pp |
| Employer contribution / active EE | $1,870 | $4,349-57.0% | $3,882-51.8% | $4,299-56.5% |
| Participant deferral / active EE | $9,530 | $6,981+36.5% | $6,405+48.8% | $6,507+46.5% |
| Admin fee / account holder | $2,114 | $10,528-79.9% | $9,769-78.4% | $12,624-83.3% |