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 | $977,615 | $165,335+491.3% | $149,696+553.1% | $158,922+515.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.99% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $7,751 | $5,103+51.9% | $4,644+66.9% | $4,761+62.8% |
| Participant deferral / active EE | $1,089 | $7,181-84.8% | $6,842-84.1% | $5,982-81.8% |
| Admin fee / account holder | $157,083 | $10,807+1353.6% | $9,309+1587.5% | $11,246+1296.8% |