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 | $295,304 | $160,055+84.5% | $140,016+110.9% | $135,375+118.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.38% | 911.38%-912.8pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $3,713 | $6,420-42.2% | $5,606-33.8% | $4,779-22.3% |
| Participant deferral / active EE | $2,540 | $7,642-66.8% | $6,927-63.3% | $5,609-54.7% |
| Admin fee / account holder | $12,476 | $13,328-6.4% | $10,705+16.5% | $10,827+15.2% |