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 9-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 | $553,472 | $159,901+246.1% | $146,958+276.6% | $145,922+279.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 85.34% | 98.13%-12.8pp | 418.34%-333.0pp | 561.29%-475.9pp |
| Employer contribution / active EE | $1,875 | $5,286-64.5% | $4,933-62.0% | $4,660-59.8% |
| Participant deferral / active EE | $1,875 | $8,428-77.8% | $8,070-76.8% | $6,688-72.0% |
| Admin fee / account holder | $9,862 | $15,044-34.4% | $12,998-24.1% | $13,397-26.4% |