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 | $1,014,319 | $293,860+245.2% | $237,244+327.5% | $357,791+183.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 25.50% | 4677.97%-4652.5pp | 4131.29%-4105.8pp | 396.79%-371.3pp |
| Employer contribution / active EE | $35,992 | $5,523+551.7% | $4,351+727.2% | $7,508+379.4% |
| Participant deferral / active EE | $1,777 | $4,397-59.6% | $4,056-56.2% | $5,521-67.8% |
| Admin fee / account holder | $5,572 | $21,223-73.7% | $18,030-69.1% | $28,387-80.4% |