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 | $278,546 | $209,832+32.7% | $189,513+47.0% | $167,490+66.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.45% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,615 | $6,914-62.2% | $6,162-57.6% | $4,837-45.9% |
| Participant deferral / active EE | $3,135 | $8,935-64.9% | $8,221-61.9% | $6,341-50.6% |
| Admin fee / account holder | $609 | $14,293-95.7% | $12,045-94.9% | $12,309-95.1% |