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 | $1,182,974 | $124,281+851.9% | $109,143+983.9% | $167,490+606.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 119.55% | 26.04%+93.5pp | 25.75%+93.8pp | 478.56%-359.0pp |
| Employer contribution / active EE | $16,878 | $4,207+301.2% | $3,722+353.5% | $4,837+248.9% |
| Participant deferral / active EE | $1,167 | $5,255-77.8% | $4,653-74.9% | $6,341-81.6% |
| Admin fee / account holder | $1,189 | $7,970-85.1% | $6,752-82.4% | $12,309-90.3% |