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 | $398,151 | $185,200+115.0% | $142,863+178.7% | $167,490+137.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 21.09% | 8555.70%-8534.6pp | 5637.54%-5616.5pp | 478.56%-457.5pp |
| Employer contribution / active EE | $15,677 | $5,604+179.7% | $4,144+278.3% | $4,837+224.1% |
| Participant deferral / active EE | $98 | $4,494-97.8% | $3,837-97.5% | $6,341-98.5% |
| Admin fee / account holder | $2,573 | $8,031-68.0% | $6,560-60.8% | $12,309-79.1% |