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 | $293,737 | $88,710+231.1% | $81,783+259.2% | $145,959+101.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 13.67% | 1027.26%-1013.6pp | 775.05%-761.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $12,417 | $3,083+302.7% | $2,913+326.3% | $4,661+166.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,953 | $8,407-64.9% | $7,380-60.0% | $13,398-78.0% |