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 | $2,030,614 | $189,613+970.9% | $167,512+1112.2% | $142,382+1326.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.50% | 2024.68%-2020.2pp | 1615.79%-1611.3pp | 217.08%-212.6pp |
| Employer contribution / active EE | $20,215 | $4,349+364.8% | $3,882+420.8% | $4,299+370.2% |
| Participant deferral / active EE | $11,500 | $6,981+64.7% | $6,405+79.6% | $6,507+76.7% |
| Admin fee / account holder | $46,113 | $10,528+338.0% | $9,769+372.0% | $12,624+265.3% |