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 | $1,303,846 | $99,985+1204.0% | $146,665+789.0% | $85,850+1418.8% |
| Participation rate | 94.0% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.7pp |
| Annual return | 79.58% | 18.93%+60.6pp | 22.74%+56.8pp | 318.53%-239.0pp |
| Employer contribution / active EE | $20,726 | $2,559+710.0% | $4,136+401.1% | $2,565+708.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,857 | $7,702+66.9% | $10,280+25.1% | $6,260+105.4% |