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 | $257,922 | $102,317+152.1% | $146,958+75.5% | $80,856+219.0% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 12.73% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,847 | $3,713+57.5% | $4,933+18.5% | $2,755+112.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,871 | $7,941+62.1% | $12,998-1.0% | $6,918+86.1% |