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 | $270,677 | $180,449+50.0% | $154,107+75.6% | $135,375+99.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -3.55% | 888.09%-891.6pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $7,683 | $6,035+27.3% | $5,298+45.0% | $4,779+60.8% |
| Participant deferral / active EE | $1,830 | $5,806-68.5% | $5,081-64.0% | $5,609-67.4% |
| Admin fee / account holder | $10,752 | $16,143-33.4% | $13,411-19.8% | $10,827-0.7% |