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 | $359,906 | $214,378+67.9% | $200,582+79.4% | $142,382+152.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.36% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $16,172 | $6,841+136.4% | $6,419+151.9% | $4,299+276.2% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $13,402 | $17,692-24.2% | $16,305-17.8% | $12,624+6.2% |