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 | $356,104 | $89,739+296.8% | $149,718+137.9% | $62,292+471.7% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.0pp | 69.5%+29.6pp |
| Annual return | 40.89% | 21.01%+19.9pp | 1501.63%-1460.7pp | 28.90%+12.0pp |
| Employer contribution / active EE | $7,666 | $3,233+137.1% | $5,445+40.8% | $2,042+275.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $15,390 | $551+2691.9% | $11,283+36.4% | $479+3110.6% |