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 | $543,291 | $189,613+186.5% | $167,512+224.3% | $142,382+281.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.21% | 2024.68%-2020.5pp | 1615.79%-1611.6pp | 217.08%-212.9pp |
| Employer contribution / active EE | $7,146 | $4,349+64.3% | $3,882+84.1% | $4,299+66.2% |
| Participant deferral / active EE | $22,000 | $6,981+215.1% | $6,405+243.5% | $6,507+238.1% |
| Admin fee / account holder | $10,197 | $10,528-3.1% | $9,769+4.4% | $12,624-19.2% |