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 | $325,678 | $160,055+103.5% | $140,016+132.6% | $135,375+140.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.79% | 911.38%-915.2pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $10,976 | $6,420+71.0% | $5,606+95.8% | $4,779+129.7% |
| Participant deferral / active EE | $1,312 | $7,642-82.8% | $6,927-81.1% | $5,609-76.6% |
| Admin fee / account holder | $30,245 | $13,328+126.9% | $10,705+182.5% | $10,827+179.3% |