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 | $306,542 | $209,832+46.1% | $189,513+61.8% | $167,490+83.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 748.27%-731.1pp | 555.15%-537.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $10,939 | $6,914+58.2% | $6,162+77.5% | $4,837+126.1% |
| Participant deferral / active EE | $2,721 | $8,935-69.5% | $8,221-66.9% | $6,341-57.1% |
| Admin fee / account holder | $1,031 | $14,293-92.8% | $12,045-91.4% | $12,309-91.6% |