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 | $1,199,709 | $209,832+471.7% | $189,513+533.0% | $167,490+616.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.62% | 748.27%-731.7pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $35,678 | $6,914+416.0% | $6,162+479.0% | $4,837+637.5% |
| Participant deferral / active EE | $2,569 | $8,935-71.3% | $8,221-68.8% | $6,341-59.5% |
| Admin fee / account holder | $20,317 | $14,293+42.1% | $12,045+68.7% | $12,309+65.1% |