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 | $554,785 | $148,534+273.5% | $135,903+308.2% | $139,434+297.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.88% | 79.19%-36.3pp | 68.23%-25.3pp | 372.94%-330.1pp |
| Employer contribution / active EE | $2,134 | $5,243-59.3% | $4,856-56.1% | $4,751-55.1% |
| Participant deferral / active EE | $825 | $8,100-89.8% | $7,758-89.4% | $6,710-87.7% |
| Admin fee / account holder | $21,424 | $12,400+72.8% | $10,762+99.1% | $11,403+87.9% |