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 | $369,123 | $189,613+94.7% | $167,512+120.4% | $142,382+159.2% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 10.52% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,775 | $4,349+32.8% | $3,882+48.8% | $4,299+34.3% |
| Participant deferral / active EE | $1,086 | $6,981-84.4% | $6,405-83.0% | $6,507-83.3% |
| Admin fee / account holder | $7,871 | $10,528-25.2% | $9,769-19.4% | $12,624-37.6% |