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 | $656,418 | $124,185+428.6% | $108,410+505.5% | $167,490+291.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.70% | 1379.64%-1368.9pp | 905.27%-894.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $23,524 | $4,187+461.9% | $3,558+561.1% | $4,837+386.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,075 | $9,455-25.2% | $7,295-3.0% | $12,309-42.5% |