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 | $575,607 | $176,056+226.9% | $159,436+261.0% | $167,490+243.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.31% | 331.75%-320.4pp | 263.57%-252.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $14,265 | $5,297+169.3% | $4,829+195.4% | $4,837+194.9% |
| Participant deferral / active EE | $2,020 | $7,750-73.9% | $7,352-72.5% | $6,341-68.2% |
| Admin fee / account holder | $26,555 | $12,554+111.5% | $10,799+145.9% | $12,309+115.7% |