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 | $268,100 | $198,466+35.1% | $170,442+57.3% | $147,584+81.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.11% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $21,311 | $6,184+244.6% | $5,433+292.3% | $4,876+337.0% |
| Participant deferral / active EE | $505 | $5,629-91.0% | $4,939-89.8% | $5,439-90.7% |
| Admin fee / account holder | $1,209 | $16,852-92.8% | $13,880-91.3% | $10,885-88.9% |