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 | $375,634 | $99,640+277.0% | $86,436+334.6% | $134,475+179.3% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -18.83% | 6782.58%-6801.4pp | 4394.89%-4413.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,857 | $4,400+124.0% | $3,769+161.6% | $4,740+108.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,870 | $8,371-65.7% | $6,731-57.4% | $11,426-74.9% |