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 | $312,287 | $209,411+49.1% | $178,490+75.0% | $158,922+96.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.38% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $19,884 | $5,706+248.5% | $5,011+296.8% | $4,761+317.6% |
| Participant deferral / active EE | $1,147 | $5,954-80.7% | $5,202-78.0% | $5,982-80.8% |
| Admin fee / account holder | $9,156 | $17,074-46.4% | $13,984-34.5% | $11,246-18.6% |