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 | $299,496 | $89,355+235.2% | $141,162+112.2% | $72,985+310.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 64.90% | 111.85%-46.9pp | 71.39%-6.5pp | 81.00%-16.1pp |
| Employer contribution / active EE | $13,144 | $3,114+322.0% | $4,735+177.6% | $2,440+438.7% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,922 | $5,958+49.7% | $10,261-13.1% | $5,124+74.1% |