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 | $662,963 | $152,509+334.7% | $117,472+464.4% | $134,475+393.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.76% | 52.99%-69.7pp | 29.74%-46.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $370 | $5,571-93.4% | $4,176-91.1% | $4,740-92.2% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,673 | $7,004+9.5% | $5,645+35.9% | $11,426-32.8% |