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 | $367,171 | $183,519+100.1% | $155,509+136.1% | $145,922+151.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 15.52% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $27,337 | $5,313+414.6% | $4,672+485.1% | $4,660+486.7% |
| Participant deferral / active EE | $1,072 | $6,462-83.4% | $5,626-81.0% | $6,688-84.0% |
| Admin fee / account holder | $26,013 | $19,313+34.7% | $15,912+63.5% | $13,397+94.2% |