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 4-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 | $883,031 | $59,805+1376.5% | $79,550+1010.0% | $68,494+1189.2% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | 4845.59% | -12.30%+4857.9pp | 0.16%+4845.4pp | -7.84%+4853.4pp |
| Employer contribution / active EE | $41,643 | $1,505+2667.1% | $2,413+1625.7% | $2,596+1503.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $44,283 | $4,835+815.9% | $6,832+548.1% | $5,403+719.6% |