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 4-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 | $410,432 | $209,832+95.6% | $189,513+116.6% | $167,490+145.0% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 18.07% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $18,091 | $6,914+161.7% | $6,162+193.6% | $4,837+274.0% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $33,486 | $14,293+134.3% | $12,045+178.0% | $12,309+172.0% |