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 | $289,243 | $175,202+65.1% | $149,673+93.2% | $139,434+107.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.72% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $23,413 | $5,474+327.7% | $4,818+386.0% | $4,751+392.8% |
| Participant deferral / active EE | $985 | $6,519-84.9% | $5,680-82.7% | $6,710-85.3% |
| Admin fee / account holder | $7,033 | $16,150-56.5% | $13,210-46.8% | $11,403-38.3% |