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 | $316,772 | $107,934+193.5% | $91,989+244.4% | $152,861+107.2% |
| Participation rate | 95.7% | 81.2%+14.5pp | 78.6%+17.0pp | 82.4%+13.2pp |
| Annual return | 22.94% | 89.24%-66.3pp | 69.02%-46.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $8,158 | $4,210+93.8% | $3,452+136.3% | $4,762+71.3% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,734 | $10,520-55.0% | $7,743-38.9% | $11,596-59.2% |