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 | $1,045,843 | $209,411+399.4% | $178,490+485.9% | $158,922+558.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 54.94% | 188.75%-133.8pp | 151.07%-96.1pp | 302.83%-247.9pp |
| Employer contribution / active EE | $11,530 | $5,706+102.1% | $5,011+130.1% | $4,761+142.2% |
| Participant deferral / active EE | $1,167 | $5,954-80.4% | $5,202-77.6% | $5,982-80.5% |
| Admin fee / account holder | $46,429 | $17,074+171.9% | $13,984+232.0% | $11,246+312.9% |