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 | $758,010 | $79,171+857.4% | $102,423+640.1% | $74,495+917.5% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 24.74% | 54.93%-30.2pp | 29.32%-4.6pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $976 | $2,362-58.7% | $3,023-67.7% | $2,623-62.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $15,854 | $2,001+692.5% | $9,451+67.8% | $1,942+716.5% |