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 | $1,299,713 | $209,832+519.4% | $189,513+585.8% | $167,490+676.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.90% | 748.27%-719.4pp | 555.15%-526.3pp | 478.56%-449.7pp |
| Employer contribution / active EE | $45,178 | $6,914+553.5% | $6,162+633.2% | $4,837+833.9% |
| Participant deferral / active EE | $2,578 | $8,935-71.1% | $8,221-68.6% | $6,341-59.3% |
| Admin fee / account holder | $59,375 | $14,293+315.4% | $12,045+392.9% | $12,309+382.4% |