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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,541,036 | $123,793+5183.8% | $177,821+3578.4% | $79,858+8090.8% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 84.82% | 22.82%+62.0pp | 48.32%+36.5pp | 31.71%+53.1pp |
| Employer contribution / active EE | $40,893 | $4,095+898.5% | $5,918+590.9% | $2,471+1555.0% |
| Participant deferral / active EE | $1,744 | $5,956-70.7% | $7,714-77.4% | $3,740-53.4% |
| Admin fee / account holder | $340,239 | $7,243+4597.8% | $12,427+2637.8% | $5,306+6312.0% |