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 | $1,327,671 | $217,402+510.7% | $185,823+614.5% | $167,490+692.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 51.40% | 148.36%-97.0pp | 122.05%-70.7pp | 478.56%-427.2pp |
| Employer contribution / active EE | $77,333 | $5,873+1216.7% | $5,167+1396.6% | $4,837+1498.6% |
| Participant deferral / active EE | $2,167 | $6,356-65.9% | $5,568-61.1% | $6,341-65.8% |
| Admin fee / account holder | $3,064 | $19,811-84.5% | $16,237-81.1% | $12,309-75.1% |