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 | $658,103 | $133,922+391.4% | $116,228+466.2% | $142,382+362.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.14% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $13,913 | $3,446+303.8% | $2,994+364.6% | $4,299+223.6% |
| Participant deferral / active EE | $1,188 | $5,672-79.1% | $4,953-76.0% | $6,507-81.7% |
| Admin fee / account holder | $72,148 | $14,945+382.8% | $11,989+501.8% | $12,624+471.5% |