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 | $375,237 | $157,256+138.6% | $141,162+165.8% | $152,861+145.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.67% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $11,866 | $5,261+125.6% | $4,735+150.6% | $4,762+149.2% |
| Participant deferral / active EE | $2,191 | $7,109-69.2% | $6,709-67.3% | $5,850-62.5% |
| Admin fee / account holder | $2,402 | $12,120-80.2% | $10,261-76.6% | $11,596-79.3% |