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 | $305,750 | $154,117+98.4% | $129,995+135.2% | $139,434+119.3% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 13.02% | 32.48%-19.5pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $10,017 | $5,289+89.4% | $4,320+131.9% | $4,751+110.9% |
| Participant deferral / active EE | $1,868 | $6,710-72.2% | $5,820-67.9% | $6,710-72.2% |
| Admin fee / account holder | $8,855 | $14,007-36.8% | $10,614-16.6% | $11,403-22.3% |