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 | $821,331 | $169,032+385.9% | $129,207+535.7% | $145,922+462.9% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 17.71% | 14330.11%-14312.4pp | 9417.33%-9399.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $42,070 | $5,537+659.9% | $4,153+913.0% | $4,660+802.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,997 | $9,954-69.9% | $7,715-61.2% | $13,397-77.6% |