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 | $390,304 | $183,519+112.7% | $155,509+151.0% | $145,922+167.5% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 18.83% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.5pp |
| Employer contribution / active EE | $50,783 | $5,313+855.9% | $4,672+986.9% | $4,660+989.9% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $14,390 | $19,313-25.5% | $15,912-9.6% | $13,397+7.4% |