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 | $1,388,091 | $209,832+561.5% | $189,513+632.5% | $167,490+728.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.13% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $16,162 | $6,914+133.8% | $6,162+162.3% | $4,837+234.1% |
| Participant deferral / active EE | $2,927 | $8,935-67.2% | $8,221-64.4% | $6,341-53.8% |
| Admin fee / account holder | $58,813 | $14,293+311.5% | $12,045+388.3% | $12,309+377.8% |