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 | $581,560 | $226,064+157.3% | $182,532+218.6% | $152,861+280.5% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.4%+11.3pp |
| Annual return | 17.30% | 192.51%-175.2pp | 148.54%-131.2pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,921 | $4,978+139.5% | $4,076+192.5% | $4,762+150.3% |
| Participant deferral / active EE | $313 | $6,368-95.1% | $5,524-94.3% | $5,850-94.7% |
| Admin fee / account holder | $3,881 | $10,703-63.7% | $8,592-54.8% | $11,596-66.5% |