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 | $774,322 | $160,055+383.8% | $140,016+453.0% | $135,375+472.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 13.14% | 911.38%-898.2pp | 651.12%-638.0pp | 519.73%-506.6pp |
| Employer contribution / active EE | $41,952 | $6,420+553.4% | $5,606+648.4% | $4,779+777.9% |
| Participant deferral / active EE | $591 | $7,642-92.3% | $6,927-91.5% | $5,609-89.5% |
| Admin fee / account holder | $8,517 | $13,328-36.1% | $10,705-20.4% | $10,827-21.3% |