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 | $529,253 | $90,348+485.8% | $75,972+596.6% | $145,922+262.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.33% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $15,719 | $3,311+374.7% | $2,685+485.4% | $4,660+237.3% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $49,363 | $8,467+483.0% | $6,467+663.3% | $13,397+268.5% |