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.
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 | $467,208 | $189,613+146.4% | $167,512+178.9% | $142,382+228.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.86% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,319 | $4,349+114.3% | $3,882+140.1% | $4,299+116.8% |
| Participant deferral / active EE | $780 | $6,981-88.8% | $6,405-87.8% | $6,507-88.0% |
| Admin fee / account holder | $3,833 | $10,528-63.6% | $9,769-60.8% | $12,624-69.6% |