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 | $280,644 | $107,334+161.5% | $92,893+202.1% | $152,861+83.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.26% | 145.58%-117.3pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $24,417 | $4,221+478.5% | $3,653+568.5% | $4,762+412.7% |
| Participant deferral / active EE | $726 | $4,845-85.0% | $4,236-82.9% | $5,850-87.6% |
| Admin fee / account holder | $2,679 | $7,079-62.2% | $5,794-53.8% | $11,596-76.9% |