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 | $288,609 | $189,613+52.2% | $167,512+72.3% | $142,382+102.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.48% | 2024.68%-2018.2pp | 1615.79%-1609.3pp | 217.08%-210.6pp |
| Employer contribution / active EE | $7,560 | $4,349+73.8% | $3,882+94.8% | $4,299+75.9% |
| Participant deferral / active EE | $32,528 | $6,981+365.9% | $6,405+407.9% | $6,507+399.9% |
| Admin fee / account holder | $49,425 | $10,528+369.5% | $9,769+405.9% | $12,624+291.5% |