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 | $2,347,325 | $189,613+1138.0% | $167,512+1301.3% | $142,382+1548.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.41% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $23,024 | $4,349+429.4% | $3,882+493.2% | $4,299+435.5% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $81,003 | $10,528+669.4% | $9,769+729.2% | $12,624+541.7% |