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 | $302,821 | $210,648+43.8% | $177,989+70.1% | $145,922+107.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.61% | 385.86%-372.2pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,596 | $4,565-21.2% | $3,949-8.9% | $4,660-22.8% |
| Participant deferral / active EE | $55 | $6,958-99.2% | $6,276-99.1% | $6,688-99.2% |
| Admin fee / account holder | $50,679 | $12,013+321.9% | $10,363+389.0% | $13,397+278.3% |