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 | $585,806 | $108,919+437.8% | $100,391+483.5% | $145,922+301.5% |
| Participation rate | 95.2% | 82.9%+12.3pp | 81.5%+13.8pp | 80.3%+15.0pp |
| Annual return | 14.42% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $11,595 | $4,419+162.4% | $3,942+194.2% | $4,660+148.8% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $16,434 | $9,689+69.6% | $7,899+108.1% | $13,397+22.7% |