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 | $686,894 | $190,805+260.0% | $159,960+329.4% | $134,475+410.8% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -15.67% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $13,293 | $4,995+166.1% | $4,226+214.6% | $4,740+180.5% |
| Participant deferral / active EE | $417 | $6,923-94.0% | $6,182-93.3% | $6,400-93.5% |
| Admin fee / account holder | $4,715 | $10,471-55.0% | $8,698-45.8% | $11,426-58.7% |