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 | $560,667 | $152,509+267.6% | $117,472+377.3% | $134,475+316.9% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -11.43% | 52.99%-64.4pp | 29.74%-41.2pp | 417.96%-429.4pp |
| Employer contribution / active EE | $12,691 | $5,571+127.8% | $4,176+203.9% | $4,740+167.8% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,572 | $7,004+93.8% | $5,645+140.4% | $11,426+18.8% |