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 | $316,160 | $60,124+425.8% | $90,404+249.7% | $79,858+295.9% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 15.97% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $11,358 | $2,068+449.3% | $3,262+248.2% | $2,471+359.7% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $21,900 | $3,976+450.7% | $5,611+290.3% | $5,306+312.7% |